| As of Date | 04/23/2026 |
| Registration | SEC, Approved, 08/28/2017 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 318,511,665 -66% |
| of that, discretionary | 318,511,665 -66% |
| Private Fund GAV* | 0 |
| Avg Account Size | 318,511,665 -66% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 320 3%
of those in investment advisory functions 80 14%
- Investment companies
- Portfolio management for investment companies
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds