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Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 08/21/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 50,000,000
of that, discretionary 50,000,000
Number of Employees 5
of those in investment advisory functions 5 25%
Private Fund GAV* 50,000,000
Avg Account Size 16,666,667
SMA’s No
Private Funds 4

Adviser Type

- Mid-sized 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

50M 43M 36M 29M 21M 14M 7M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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