Adviser Profile

As of Date 06/22/2026
Registration SEC, Approved, 04/02/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 347 xxxxxxx
AUM* 283,835,000
of that, discretionary 283,835,000 100%
Number of Employees 3 -25%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 283,835,000
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

284M 243M 203M 162M 122M 81M 41M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees