Adviser Profile
| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 07/18/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 929 xxxxxxx |
| Websites |
| AUM* | 163,309,743 -19% |
| of that, discretionary | 163,309,743 -19% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 163,309,742 -19% |
| Avg Account Size | 40,827,436 -60% |
| 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
- Performance-based fees
Reported AUM
202M
173M
144M
115M
87M
58M
29M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
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