Adviser Profile

As of Date 04/13/2026
Registration SEC, Approved, 04/14/2026
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 2,500,000
of that, discretionary 2,500,000
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,500,000
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3M 2M 2M 1M 1M 714K 357K
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees