| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 09/08/2025 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 57,433,331,059 |
| of that, discretionary | 57,213,781,504 100% |
| Number of Employees | 51 |
| of those in investment advisory functions | 29 |
| Private Fund GAV* | 2,263,306,497 |
| Avg Account Size | 765,777,747 |
| SMA’s | No |
| Private Funds | 10 |
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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