| As of Date | 03/24/2026 |
| ADV Location | PURCHASE, NY, United States |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 17 -15% |
| of those in investment advisory functions | 9 |
| Registration | SEC, Approved, 11/29/2005 |
| AUM* | 9,819,883,135 38% |
| of that, discretionary | 9,819,883,135 38% |
| Private Fund GAV* | 0 |
| Avg Account Size | 818,323,595 27% |
| % High Net Worth | 6.25% -3% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 914 xxxxxxx |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds