| As of Date | 03/29/2026 |
| Registration | SEC, Approved, 03/16/2010 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 1,898,850,900 -12% |
| of that, discretionary | 1,898,850,900 -12% |
| Number of Employees | 28 27% |
| of those in investment advisory functions | 23 44% |
| Private Fund GAV* | 0 |
| Avg Account Size | 949,425,450 -12% |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds