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Adviser Profile

As of Date 03/11/2026
Registration SEC, Approved, 08/07/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
AUM* 989,008,000
of that, discretionary 989,008,000 100%
Number of Employees 3 200%
of those in investment advisory functions 3 200%
Private Fund GAV* 0
Avg Account Size 247,252,000
SMA’s No
Private Funds 0

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

989M 848M 706M 565M 424M 283M 141M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees