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Adviser Profile

As of Date 04/29/2026
Registration SEC, Approved, 08/26/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 342,551,336
of that, discretionary 342,551,336
Number of Employees 119 17%
of those in investment advisory functions 62 9%
Private Fund GAV* 0
Avg Account Size 342,551,336
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

343M 294M 245M 196M 147M 98M 49M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees