Adviser Profile

As of Date 03/11/2026
Registration SEC, 120-Day Approval, 12/15/2025
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
AUM* 481,028,320
of that, discretionary 0
Number of Employees 7
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 481,028,320
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

481M 412M 344M 275M 206M 137M 69M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees