Adviser Profile

As of Date 04/27/2026
Registration SEC, Approved, 05/21/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 4,356,085,604 40%
of that, discretionary 0
Number of Employees 7 40%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 4,356,085,604 40%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

4B 4B 3B 2B 2B 1B 622M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees