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Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 01/28/2026
ADV Location NEW YORK, NY, United States
Contact Info 332 xxxxxxx
Websites
AUM* 1,546,865,812
of that, discretionary 1,546,865,812
Number of Employees 12
of those in investment advisory functions 9
Private Fund GAV* 896,618,040
Avg Account Size 386,716,453
SMA’s No
Private Funds 8

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

2B 1B 1B 884M 663M 442M 221M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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