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Adviser Profile

As of Date 08/25/2026
Registration SEC, Approved, 09/17/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 147,710,000
of that, discretionary 147,710,000
Number of Employees 8
of those in investment advisory functions 8
Private Fund GAV* 147,710,000
Avg Account Size 49,236,667
SMA’s No
Private Funds 5

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

148M 127M 106M 84M 63M 42M 21M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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