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Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 02/05/2026
ADV Location NEW YORK, NY, United States
Contact Info 332 xxxxxxx
Websites
AUM* 4,189,964,383
of that, discretionary 4,189,964,383
Number of Employees 35
of those in investment advisory functions 14
Private Fund GAV* 2,551,122,086
Avg Account Size 465,551,598
SMA’s No
Private Funds 9

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

4B 4B 3B 2B 2B 1B 614M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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