Adviser Profile

As of Date 08/28/2026
Registration SEC, Approved, 03/31/2025
ADV Location NEW ROCHELLE, NY, United States
Contact Info 917 xxxxxxx
Websites
AUM* 84,308,279 180%
of that, discretionary 84,308,279 180%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 64,720,058 280%
Avg Account Size 28,102,760 87%
SMA’s No
Private Funds 1

Adviser Type

- Mid-sized advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

84M 72M 60M 48M 36M 24M 12M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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