Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 02/12/2025
ADV Location BROOKLYN, NY, United States
Contact Info 843 xxxxxxx
Websites
AUM* 68,291,518 7%
of that, discretionary 68,291,518 7%
Number of Employees 6 100%
of those in investment advisory functions 6 100%
Private Fund GAV* 68,291,518 5%
Avg Account Size 34,145,759 7%
SMA’s No
Private Funds 2

Adviser Type

- Mid-sized 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

68M 59M 49M 39M 29M 20M 10M
2024 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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