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Adviser Profile
| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 02/23/2026 |
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| Former registrations | |
| ADV Location | UNIONDALE, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 240,177,026 |
| of that, discretionary | 240,177,026 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 275,270,740 3341% |
| Avg Account Size | 10,007,376 |
| SMA’s | No |
| Private Funds | 30 |
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
240M
206M
172M
137M
103M
69M
34M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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