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Adviser Profile
| As of Date | 09/04/2026 |
| Registration | SEC, Approved, 09/08/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | +1 xxxxxxx |
| Websites |
| AUM* | 367,172,043 |
| of that, discretionary | 367,172,043 |
| Number of Employees | 8 167% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 175,609,262 |
| Avg Account Size | 91,793,011 |
| SMA’s | No |
| Private Funds | 5 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other investment advisers
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
211M
181M
150M
120M
90M
60M
30M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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