Adviser Profile
| As of Date | 05/11/2026 |
| Registration | SEC, Approved, 11/13/2025 |
|
|
|
| Former registrations | |
| ADV Location | SUMMIT, NJ, United States |
| Contact Info | (90 xxxxxxx |
| Websites |
| AUM* | 297,287,232 |
| of that, discretionary | 297,287,232 |
| Number of Employees | 8 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 297,287,232 |
| Avg Account Size | 99,095,744 |
| SMA’s | No |
| Private Funds | 4 |
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
297M
255M
212M
170M
127M
85M
42M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |