| As of Date | 06/23/2026 |
| Registration | SEC, Approved, 08/05/2011 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 5,959,831,087 183% |
| of that, discretionary | 5,959,831,087 183% |
| Number of Employees | 12 50% |
| of those in investment advisory functions | 11 83% |
| Private Fund GAV* | 0 |
| Avg Account Size | 350,578,299 167% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds