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Adviser Profile

As of Date 05/01/2026
Registration SEC, Approved, 08/28/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 405,132,157
of that, discretionary 405,132,157
Number of Employees 7 40%
of those in investment advisory functions 4
Private Fund GAV* 405,132,157
Avg Account Size 135,044,052
SMA’s No
Private Funds 3

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

405M 347M 289M 232M 174M 116M 58M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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