Adviser Profile

As of Date 03/27/2026
Registration SEC, 120-Day Approval, 03/04/2025
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 949,807,230
of that, discretionary 949,807,230
Number of Employees 21 320%
of those in investment advisory functions 12 1100%
Private Fund GAV* 949,807,230 3%
Avg Account Size 237,451,808
SMA’s No
Private Funds 6 6

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

950M 814M 678M 543M 407M 271M 136M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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