Adviser Profile
| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 08/15/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 378,754,149 6% |
| of that, discretionary | 378,754,149 6% |
| Number of Employees | 13 30% |
| of those in investment advisory functions | 7 75% |
| Private Fund GAV* | 378,754,149 6% |
| Avg Account Size | 75,750,830 6% |
| SMA’s | No |
| Private Funds | 6 |
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
379M
325M
271M
216M
162M
108M
54M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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