Adviser Profile

As of Date 01/29/2026
Registration SEC, Approved, 05/24/2018
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 4,392,972 4%
of that, discretionary 4,392,972 4%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,098,243 4%
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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

4M 4M 3M 3M 2M 1M 628K
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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