Adviser Profile
| As of Date | 06/15/2026 |
| Registration | SEC, Approved, 07/30/2025 |
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| Former registrations | |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 1,677,622,672 37% |
| of that, discretionary | 1,556,938,239 27% |
| Number of Employees | 14 17% |
| of those in investment advisory functions | 11 10% |
| Private Fund GAV* | 1,858,236,590 40% |
| Avg Account Size | 129,047,898 27% |
| SMA’s | No |
| Private Funds | 12 |
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
2B
1B
1B
890M
667M
445M
222M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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