Adviser Profile

As of Date 07/09/2026
Registration SEC, Approved, 11/19/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,585,653,781
of that, discretionary 1,585,653,781 100%
Number of Employees 6 100%
of those in investment advisory functions 5 67%
Private Fund GAV* 278,391,621 -46%
Avg Account Size 528,551,260
SMA’s No
Private Funds 3 3

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

2B 1B 1B 906M 680M 453M 227M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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