Adviser Profile
| As of Date | 05/15/2026 |
| Registration | SEC, Approved, 09/08/2025 |
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| Former registrations | |
| ADV Location | WASHINGTON, DC, United States |
| Contact Info | 202 xxxxxxx |
| Websites |
| AUM* | 231,057,449 298% |
| of that, discretionary | 231,057,449 298% |
| Number of Employees | 10 25% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 233,009,449 301% |
| Avg Account Size | 57,764,362 99% |
| SMA’s | No |
| Private Funds | 4 |
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
233M
200M
166M
133M
100M
67M
33M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
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