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Adviser Profile

As of Date 05/14/2026
Registration SEC, Approved, 02/27/2026
ADV Location NEW YORK, NY, United States
Contact Info (64 xxxxxxx
Websites
AUM* 319,290,000
of that, discretionary 319,290,000
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 29,320,000
Avg Account Size 53,215,000
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
- Performance-based fees

Reported AUM

319M 274M 228M 182M 137M 91M 46M
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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