Adviser Profile

As of Date 08/03/2026
Registration SEC, Approved, 11/17/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 792,357,312
of that, discretionary 792,357,312
Number of Employees 20
of those in investment advisory functions 10
Private Fund GAV* 0
Avg Account Size 792,357,312
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

792M 679M 566M 453M 340M 226M 113M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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