| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 09/16/2009 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 16,063,713,438 43% |
| of that, discretionary | 16,063,713,438 43% |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,031,856,719 -28% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 82 8%
of those in investment advisory functions 30 7%
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds