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Adviser Profile

As of Date 03/04/2026
Registration SEC, Approved, 09/27/2021
ADV Location NEWARK, NJ, United States
Contact Info 862 xxxxxxx
Websites
AUM* 643,187,976 36%
of that, discretionary 643,187,976 36%
Number of Employees 6
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 321,593,988 36%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

643M 551M 459M 368M 276M 184M 92M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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