Adviser Profile

As of Date 06/30/2026
Registration SEC, Approved, 01/07/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,132,610,070
of that, discretionary 1,132,610,070 100%
Number of Employees 165 43%
of those in investment advisory functions 27 125%
Private Fund GAV* 0
Avg Account Size 377,536,690
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 971M 809M 647M 485M 324M 162M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees