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Adviser Profile

As of Date 09/25/2026
Registration SEC, Approved, 10/28/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 121,142,982 21%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1 100%
Private Fund GAV* 0
Avg Account Size 17,306,140 3%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

105M 90M 75M 60M 45M 30M 15M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees