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Adviser Profile

As of Date 04/28/2026
Registration SEC, Approved, 01/23/2006
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 298,592,251 51%
of that, discretionary 298,592,251 51%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 298,592,251 42%
Avg Account Size 298,592,251 51%
SMA’s No
Private Funds 3

Adviser Type

- Large 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

1B 875M 729M 583M 438M 292M 146M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary