Adviser Profile

As of Date 05/07/2026
Registration SEC, Approved, 11/17/2011
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 30,754,003 -92%
of that, discretionary 30,754,003 -71%
Number of Employees 2 -50%
of those in investment advisory functions 1 -67%
Private Fund GAV* 30,754,003 -86%
Avg Account Size 15,377,002 -85%
SMA’s Yes
Private Funds 2 1

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

Reported AUM

3B 2B 2B 2B 1B 830M 415M
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