Adviser Profile
| As of Date | 05/12/2026 |
| Registration | SEC, Approved, 10/10/2024 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 13,254,749 -7% |
| of that, discretionary | 13,254,749 -7% |
| Number of Employees | 8 |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 13,254,749 -7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
35M
30M
25M
20M
15M
10M
5M
2024
2025
2026