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Adviser Profile

As of Date 09/04/2026
Registration SEC, 120-Day Approval, 05/11/2026
ADV Location NEW YORK, NY, United States
Contact Info 203 xxxxxxx
Websites
AUM* 691,330,000
of that, discretionary 691,330,000
Number of Employees 6
of those in investment advisory functions 6
Private Fund GAV* 691,330,000
Avg Account Size 230,443,333
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

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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