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Adviser Profile

As of Date 05/13/2026
Registration SEC, Approved, 02/14/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 200,880,106
of that, discretionary 200,880,106 100%
Number of Employees 292 56%
of those in investment advisory functions 110 1275%
Private Fund GAV* 200,880,106
Avg Account Size 100,440,053
SMA’s No
Private Funds 7 7

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

201M 172M 143M 115M 86M 57M 29M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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