Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 11/14/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 929 xxxxxxx
Websites
AUM* 422,396,864
of that, discretionary 422,396,864
Number of Employees 9
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 422,396,864
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

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

422M 362M 302M 241M 181M 121M 60M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees