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Adviser Profile

As of Date 03/13/2026
Registration SEC, 120-Day Approval, 11/14/2025
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
AUM* 2,864,971,203
of that, discretionary 2,864,971,203
Number of Employees 29
of those in investment advisory functions 10
Private Fund GAV* 2,864,971,203
Avg Account Size 954,990,401
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

3B 2B 2B 2B 1B 819M 409M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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