Adviser Profile
| As of Date | 05/04/2026 |
| Registration | SEC, Approved, 06/11/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 202 xxxxxxx |
| Websites |
| AUM* | 414,739,456 111% |
| of that, discretionary | 414,739,456 111% |
| Number of Employees | 9 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 403,660,293 136% |
| Avg Account Size | 103,684,864 111% |
| SMA’s | No |
| Private Funds | 4 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
415M
355M
296M
237M
178M
118M
59M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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