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Adviser Profile

As of Date 12/24/2025
Registration status Terminated
ADV Location SUMMIT, NJ, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,843,441,870
of that, discretionary 1,843,441,870
Number of Employees 11
of those in investment advisory functions 8
Private Fund GAV* 0 -100%
Avg Account Size 368,688,374
SMA’s Yes
Private Funds 0 8

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

4B 3B 3B 2B 2B 1B 569M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker000000000 Stock NameNA $ Position$ % Position $ Change0.00% # Change0.00%

Brochure Summary