Adviser Profile
| As of Date | 02/13/2026 |
| Registration | SEC, Approved, 06/20/2025 |
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| Former registrations | |
| Contact Info | 917 xxxxxxx |
| AUM* | 169,004,205 38% |
| of that, discretionary | 169,004,205 38% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 169,004,205 38% |
| Avg Account Size | 56,334,735 38% |
| SMA’s | No |
| Private Funds | 3 |
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
Reported AUM
169M
145M
121M
97M
72M
48M
24M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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