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Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 03/03/2022
ADV Location NEW YORK, NY, United States
Contact Info (64 xxxxxxx
Websites
AUM* 243,262,285 -23%
of that, discretionary 18,107,241 100%
Number of Employees 9 -31%
of those in investment advisory functions 9 -31%
Private Fund GAV* 3,542,769
Avg Account Size 6,574,656 -28%
SMA’s No
Private Funds 3 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

602M 516M 430M 344M 258M 172M 86M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary