Adviser Profile
| As of Date | 08/10/2026 |
| Registration | SEC, Approved, 12/09/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 28,529,445 -21% |
| of that, discretionary | 28,529,445 14% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 28,529,445 |
| Avg Account Size | 28,529,445 58% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Mid-sized 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
29M
24M
20M
16M
12M
8M
4M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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