| As of Date | 06/26/2026 |
| Registration | SEC, Approved, 05/20/2025 |
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| ADV Location | HOBOKEN, NJ, United States |
| Contact Info | 408 xxxxxxx |
| Websites |
| AUM* | 779,997,918 |
| of that, discretionary | 704,240,342 |
| Number of Employees | 116 -2% |
| of those in investment advisory functions | 49 11% |
| Private Fund GAV* | 779,997,918 244% |
| Avg Account Size | 259,999,306 |
| SMA’s | No |
| Private Funds | 16 12 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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