Adviser Profile

As of Date 02/03/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info (91 xxxxxxx
Websites
AUM* 1,000,000,000
of that, discretionary 0 -100%
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 1,000,000,000
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1B 857M 714M 571M 429M 286M 143M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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