Adviser Profile
| As of Date | 05/26/2026 |
| Registration | SEC, Approved, 02/07/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 507,749,339 20% |
| of that, discretionary | 447,958,684 6% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 447,958,665 -10% |
| Avg Account Size | 39,057,641 29% |
| SMA’s | No |
| Private Funds | 13 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
448M
384M
320M
256M
192M
128M
64M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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