Adviser Profile
| As of Date | 04/07/2022 |
| Registration status | Terminated |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 53,443,669 |
| of that, discretionary | 52,343,384 5% |
| Number of Employees | 8 -11% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,688,734 5% |
| SMA’s | No |
| Private Funds | 0 6 |
Adviser Type
- Mid-sized 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
373M
320M
267M
213M
160M
107M
53M
2016
2017
2018
2019
2020
2021
2022