Adviser Profile

As of Date 01/29/2026
Registration SEC, Approved, 06/21/2021
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
AUM* 1,300,000,000 9%
of that, discretionary 0
Number of Employees 2 -33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 433,333,333 -27%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Insurance companies

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 929M 743M 557M 371M 186M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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