Adviser Profile

As of Date 04/24/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 701,270,249 -49%
of that, discretionary 701,270,249 -49%
Number of Employees 2 -88%
of those in investment advisory functions 1 -90%
Private Fund GAV* 0
Avg Account Size 233,756,750 102%
SMA’s Yes
Private Funds 0 3

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

8B 7B 6B 5B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary