Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 01/24/2017
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 263,927,000 28%
of that, discretionary 263,927,000 28%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 65,981,750 28%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

264M 226M 189M 151M 113M 75M 38M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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