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Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 11/20/2025
Other registrations (1)
Contact Info 917 xxxxxxx
AUM* 175,801,888
of that, discretionary 175,801,888
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 87,900,944
SMA’s No
Private Funds 0

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

176M 151M 126M 100M 75M 50M 25M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees