Adviser Profile
| As of Date | 05/18/2026 |
| Registration | SEC, Approved, 03/10/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 598,219,393 133% |
| of that, discretionary | 598,219,393 133% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 598,044,618 133% |
| Avg Account Size | 119,643,879 -7% |
| SMA’s | No |
| Private Funds | 5 |
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
598M
513M
427M
342M
256M
171M
85M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
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