Adviser Profile
| As of Date | 04/07/2026 |
| Registration | SEC, Approved, 04/30/2026 |
|
|
|
| Former registrations | |
| ADV Location | GREAT NECK, NY, United States |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 497,365,902 |
| of that, discretionary | 497,365,902 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 497,365,903 |
| Avg Account Size | 165,788,634 |
| SMA’s | No |
| Private Funds | 3 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
497M
426M
355M
284M
213M
142M
71M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |