Adviser Profile

As of Date 07/22/2026
Registration SEC, Approved, 01/02/2026
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 1-6 xxxxxxx
Websites
AUM* 116,106,077
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 116,106,077
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

- Fixed fees (other than subscription fees)

Reported AUM

116M 100M 83M 66M 50M 33M 17M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees