Adviser Profile

As of Date 10/16/2025
Registration SEC, Approved, 11/01/2024
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 183,252,875 13%
of that, discretionary 183,252,875 13%
Number of Employees 5 -17%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 183,252,875 13%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

183M 157M 131M 105M 79M 52M 26M
2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees