Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 09/22/2025
Other registrations (1)
Contact Info 203 xxxxxxx
Websites
AUM* 166,056,487
of that, discretionary 166,056,487
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 166,056,487
Avg Account Size 83,028,244
SMA’s No
Private Funds 2

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

166M 142M 119M 95M 71M 47M 24M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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