{{ Info.Overview }}

Adviser Profile

As of Date 03/16/2026
Registration SEC, 120-Day Approval, 11/17/2025
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,255,080,173
of that, discretionary 1,255,080,173 100%
Number of Employees 15 36%
of those in investment advisory functions 10 25%
Private Fund GAV* 1,255,080,173
Avg Account Size 418,360,058
SMA’s No
Private Funds 3

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

1B 1B 896M 717M 538M 359M 179M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}