Adviser Profile

As of Date 06/16/2026
Registration SEC, Approved, 09/22/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 550,000,000
of that, discretionary 550,000,000 100%
Number of Employees 16 300%
of those in investment advisory functions 8 700%
Private Fund GAV* 0
Avg Account Size 550,000,000
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

550M 471M 393M 314M 236M 157M 79M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees