Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 04/13/2015
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 200,188,431 22%
of that, discretionary 200,188,431 22%
Number of Employees 8 14%
of those in investment advisory functions 7
Private Fund GAV* 200,188,432 13%
Avg Account Size 40,037,686 -27%
SMA’s No
Private Funds 5 2

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

207M 178M 148M 118M 89M 59M 30M
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