Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 04/19/2019
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 956,797,840 23%
of that, discretionary 956,797,840 23%
Number of Employees 78 11%
of those in investment advisory functions 45 7%
Private Fund GAV* 0
Avg Account Size 956,797,840 23%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

957M 820M 683M 547M 410M 273M 137M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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