Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 01/26/2006
ADV Location NEW YORK, NY, United States
Contact Info (64 xxxxxxx
AUM* 26,096,080 -24%
of that, discretionary 26,096,080 -24%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 8,698,693 -24%
SMA’s Yes
Private Funds 0 1

Adviser Type

- Mid-sized advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

3B 2B 2B 2B 1B 786M 393M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary