Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 10/03/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
AUM* 32,153,255 30%
of that, discretionary 32,153,255 30%
Number of Employees 2 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 32,153,255 24%
Avg Account Size 32,153,255 30%
SMA’s No
Private Funds 1

Adviser Type

- Mid-sized advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

32M 28M 23M 18M 14M 9M 5M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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