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Adviser Profile

As of Date 05/14/2026
Registration SEC, 120-Day Approval, 12/04/2025
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 100,000,000
of that, discretionary 0
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 100,000,000
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

100M 86M 71M 57M 43M 29M 14M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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