Adviser Profile

As of Date 05/21/2026
Registration SEC, Approved, 01/06/2025
Other registrations (1)
ADV Location BROOKLYN, NY, United States
Contact Info 702 xxxxxxx
Websites
AUM* 245,207,721 4%
of that, discretionary 245,207,721 4%
Number of Employees 4 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 245,207,721 4%
Avg Account Size 35,029,674 -40%
SMA’s No
Private Funds 7 1

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

245M 210M 175M 140M 105M 70M 35M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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