| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/07/2025 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 18,541,246,135 |
| of that, discretionary | 18,541,246,135 100% |
| Number of Employees | 91 9000% |
| of those in investment advisory functions | 48 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,270,623,068 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds