Adviser Profile

As of Date 06/24/2026
Registration SEC, Approved, 07/28/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 609 xxxxxxx
AUM* 97,355,322
of that, discretionary 97,355,322 100%
Number of Employees 5 67%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 97,355,322
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

97M 83M 70M 56M 42M 28M 14M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees