Adviser Profile

As of Date 05/05/2026
Registration SEC, Approved, 02/14/2022
Other registrations (13)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 877,534,532 139%
of that, discretionary 104,542,653 54%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 292,511,511 139%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

767M 658M 548M 438M 329M 219M 110M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary