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Adviser Profile

As of Date 09/22/2026
Registration SEC, Approved, 10/25/2024
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 552,532,676
of that, discretionary 552,532,676
Number of Employees 115 -35%
of those in investment advisory functions 19 -80%
Private Fund GAV* 552,532,676 112%
Avg Account Size 552,532,676
SMA’s No
Private Funds 1 1

Adviser Type

- Large advisory firm
- Related adviser

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

553M 474M 395M 316M 237M 158M 79M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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