Adviser Profile
| As of Date | 05/13/2026 |
| Registration | SEC, Approved, 08/06/2025 |
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| Former registrations | |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 952,507,376 134% |
| of that, discretionary | 952,507,376 134% |
| Number of Employees | 35 59% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 952,507,376 134% |
| Avg Account Size | 952,507,376 134% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
Reported AUM
953M
816M
680M
544M
408M
272M
136M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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