Adviser Profile

As of Date 04/21/2026
Registration SEC, Approved, 01/08/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info +1 xxxxxxx
Websites
AUM* 886,535,267 222%
of that, discretionary 639,678,556 133%
Number of Employees 22 47%
of those in investment advisory functions 19 46%
Private Fund GAV* 1,198,756,020 359%
Avg Account Size 221,633,817 142%
SMA’s No
Private Funds 4 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

640M 548M 457M 366M 274M 183M 91M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}