Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/05/2012
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 5,966,941,631 38%
of that, discretionary 4,054,203,660 15%
Number of Employees 17
of those in investment advisory functions 16
Private Fund GAV* 5,389,702,436 25%
Avg Account Size 397,796,109 38%
SMA’s No
Private Funds 18

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

5B 4B 3B 3B 2B 1B 664M
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