Adviser Profile

As of Date 04/08/2026
Registration SEC, Approved, 12/09/2025
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 133,520,677
of that, discretionary 133,520,677
Number of Employees 17
of those in investment advisory functions 13
Private Fund GAV* 130,038,029
Avg Account Size 133,520,677
SMA’s No
Private Funds 1

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

134M 114M 95M 76M 57M 38M 19M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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