Adviser Profile

As of Date 06/30/2026
Registration SEC, Approved, 01/13/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 556,050,913 342%
of that, discretionary 556,050,913 342%
Number of Employees 17 13%
of those in investment advisory functions 9
Private Fund GAV* 556,050,913 342%
Avg Account Size 185,350,304 490%
SMA’s No
Private Funds 3 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

556M 477M 397M 318M 238M 159M 79M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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