Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 09/30/2025
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 259,466,592
of that, discretionary 259,466,592
Number of Employees 206 0%
of those in investment advisory functions 79 3%
Private Fund GAV* 259,466,592
Avg Account Size 259,466,592
SMA’s No
Private Funds 1

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

259M 222M 185M 148M 111M 74M 37M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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