Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/17/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 1,011,292,392 -21% |
| of that, discretionary | 555,469,827 -57% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 337,097,464 5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1B
1B
918M
735M
551M
367M
184M
2025
2026
Private Funds
No private funds