Adviser Profile

As of Date 03/31/2026
Registration SEC, 120-Day Approval, 12/11/2025
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 329,389,453
of that, discretionary 329,389,453
Number of Employees 9
of those in investment advisory functions 6
Private Fund GAV* 329,389,453
Avg Account Size 109,796,484
SMA’s No
Private Funds 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

329M 282M 235M 188M 141M 94M 47M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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