Adviser Profile

As of Date 02/18/2026
Registration SEC, Approved, 11/14/2025
Other registrations (1)
ADV Location PRINCETON, NJ, United States
Contact Info 640 xxxxxxx
Websites
AUM* 282,757,021
of that, discretionary 282,757,021
Number of Employees 4
of those in investment advisory functions 1
Private Fund GAV* 282,757,021
Avg Account Size 94,252,340
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

Reported AUM

283M 242M 202M 162M 121M 81M 40M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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