{{ Info.Overview }}

Adviser Profile

As of Date 09/01/2026
Registration SEC, Approved, 05/21/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 277,852,586
of that, discretionary 277,852,586 100%
Number of Employees 6 50%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 138,926,293
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

Compensation Arrangments

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

Reported AUM

283M 243M 202M 162M 121M 81M 40M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees