Adviser Profile

As of Date 03/23/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 309,216,850
of that, discretionary 309,216,850
Number of Employees 3 -25%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 44,173,836
SMA’s Yes
Private Funds 0 5

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

726M 622M 518M 415M 311M 207M 104M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary