{{ Info.Overview }}

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 06/24/2013
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
Websites
AUM* 1,656,491,067 13%
of that, discretionary 0
Number of Employees 4 -20%
of those in investment advisory functions 4 -20%
Private Fund GAV* 0
Avg Account Size 1,656,491,067 13%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 1B 1B 809M 540M 270M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary