Adviser Profile

As of Date 09/15/2023
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 575,661,135 2%
of that, discretionary 575,661,135 2%
Number of Employees 4 -60%
of those in investment advisory functions 2 -60%
Private Fund GAV* 0
Avg Account Size 82,237,305 31%
SMA’s Yes
Private Funds 0 4

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

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

3B 2B 2B 2B 1B 753M 377M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary