Adviser Profile

As of Date 07/21/2025
Registration SEC, Approved, 02/10/2012
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 332,022,830 6%
of that, discretionary 332,022,830 1%
Number of Employees 1 -50%
of those in investment advisory functions 1
Private Fund GAV* 332,022,830
Avg Account Size 166,011,415 1%
SMA’s No
Private Funds 2

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

4B 4B 3B 3B 2B 1B 641M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary