Adviser Profile

As of Date 09/10/2026
Registration SEC, Approved, 05/28/2025
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
Websites
AUM* 9,626,347,488 761%
of that, discretionary 9,117,558,337 715%
Number of Employees 10 25%
of those in investment advisory functions 3 50%
Private Fund GAV* 9,117,558,337 69%
Avg Account Size 875,122,499 57%
SMA’s No
Private Funds 11 6

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

9B 8B 7B 5B 4B 3B 1B
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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