Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 05/12/2025
Other registrations (1)
Contact Info +1 xxxxxxx
Websites
AUM* 317,681,999
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 105,894,000
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

Reported AUM

318M 272M 227M 182M 136M 91M 45M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees