Adviser Profile

As of Date 08/05/2026
Registration SEC, Approved, 03/07/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,174,175,760
of that, discretionary 1,174,175,760
Number of Employees 249 21%
of those in investment advisory functions 80 13%
Private Fund GAV* 0
Avg Account Size 1,174,175,760
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser to a company which has elected to be a business development company

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 839M 671M 503M 335M 168M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees