| As of Date | 08/13/2026 |
| Registration | SEC, Approved, 11/18/2024 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 31,066,872,081 -7% |
| of that, discretionary | 0 |
| Number of Employees | 50 11% |
| of those in investment advisory functions | 24 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,766,718,020 -30% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds