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Adviser Profile

As of Date 04/27/2026
Registration SEC, Approved, 03/30/2012
ADV Location ARMONK, NY, United States
Contact Info 914 xxxxxxx
Websites
AUM* 462,010,786 -13%
of that, discretionary 462,010,786 -13%
Number of Employees 15
of those in investment advisory functions 15
Private Fund GAV* 462,010,786 -13%
Avg Account Size 92,402,157 -48%
SMA’s No
Private Funds 3 1

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

1B 1B 922M 737M 553M 369M 184M
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