{{ Info.Overview }}

Adviser Profile

As of Date 05/06/2026
Registration SEC, 120-Day Approval, 01/06/2026
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 642,420,587
of that, discretionary 642,420,587
Number of Employees 8
of those in investment advisory functions 4
Private Fund GAV* 230,253,160
Avg Account Size 80,302,573
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

- A percentage of assets under your management

Reported AUM

1 1 1 1
2025
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}