Adviser Profile

As of Date 09/22/2026
Registration SEC, 120-Day Approval, 05/21/2026
ADV Location NEW YORK, NY, United States
Contact Info 858 xxxxxxx
Websites
AUM* 3,000,000,000
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 3,000,000,000
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees