Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 03/30/2012
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 768,250,547 758%
of that, discretionary 768,250,547 758%
Number of Employees 133 6%
of those in investment advisory functions 86 6%
Private Fund GAV* 52,946,746 -84%
Avg Account Size 153,650,109 72%
SMA’s No
Private Funds 5 4

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

Reported AUM

904M 775M 646M 517M 388M 258M 129M
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