Adviser Profile

As of Date 07/09/2025
Registration status Terminated
ADV Location LARCHMONT, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 62,652,200 -46%
of that, discretionary 62,652,200 -46%
Number of Employees 8
of those in investment advisory functions 7
Private Fund GAV* 0 -100%
Avg Account Size 10,442,033 -46%
SMA’s No
Private Funds 0 6

Adviser Type

- No longer eligible

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

558M 479M 399M 319M 239M 160M 80M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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