Adviser Profile

As of Date 03/17/2024
Registration status Terminated
ADV Location EAST HAMPTON, NY, United States
Contact Info (21 xxxxxxx
AUM* 1,683,514,286 2%
of that, discretionary 0
Number of Employees 3 -25%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 1,683,514,286
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

2B 1B 1B 962M 722M 481M 241M
2020 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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