Adviser Profile
| As of Date | 07/07/2023 |
| Registration status | Terminated |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 106,449,337 -50% |
| of that, discretionary | 80,746,718 -14% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 35,483,112 -50% |
| SMA’s | Yes |
| Private Funds | 0 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions
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
176M
151M
125M
100M
75M
50M
25M
2015
2016
2017
2018
2019
2020
2021
2022
2023