Adviser Profile

As of Date 05/04/2026
Registration SEC, Approved, 03/07/2025
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
AUM* 2,832,687,616
of that, discretionary 2,832,687,616 100%
Number of Employees 12 20%
of those in investment advisory functions 6 20%
Private Fund GAV* 2,832,687,616 1488%
Avg Account Size 2,832,687,616
SMA’s No
Private Funds 1 1

Adviser Type

- Large advisory firm
- Related adviser

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

3B 2B 2B 2B 1B 809M 405M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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