Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 06/16/2025
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 44,802,000 36%
of that, discretionary 44,802,000 36%
Number of Employees 3 50%
of those in investment advisory functions 1
Private Fund GAV* 36,150,000 51%
Avg Account Size 8,960,400 9%
SMA’s No
Private Funds 4

Adviser Type

- Mid-sized advisory firm

Client Types

- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

45M 38M 32M 26M 19M 13M 6M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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