Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 10/16/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 1-2 xxxxxxx
AUM* 174,595,739 -14%
of that, discretionary 174,595,739 -14%
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 174,595,739 -14%
Avg Account Size 174,595,739 -14%
SMA’s No
Private Funds 1

Adviser Type

- Large 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

202M 173M 144M 116M 87M 58M 29M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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