Adviser Profile

As of Date 12/20/2023
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 4,301,275,874 5%
of that, discretionary 4,301,275,874 5%
Number of Employees 32 7%
of those in investment advisory functions 20
Private Fund GAV* 0
Avg Account Size 238,959,771 -7%
SMA’s No
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

4B 4B 3B 2B 2B 1B 614M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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