Adviser Profile

As of Date 02/17/2026
Registration SEC, Approved, 08/03/2001
Other registrations (1)
Contact Info 732 xxxxxxx
AUM* 9,381,458 18%
of that, discretionary 9,381,458 19%
Number of Employees 1
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 9,381,458 18%
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

9M 8M 7M 5M 4M 3M 1M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees