Adviser Profile

As of Date 03/11/2026
Registration SEC, Approved, 01/02/2026
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 6,827,751,986
of that, discretionary 6,827,751,986
Number of Employees 15
of those in investment advisory functions 7
Private Fund GAV* 2,505,200,659
Avg Account Size 341,387,599
SMA’s No
Private Funds 35

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

7B 6B 5B 4B 3B 2B 975M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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