Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 08/04/2022
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 3,581,553,000 145%
of that, discretionary 3,581,553,000 145%
Number of Employees 435 5%
of those in investment advisory functions 113 -8%
Private Fund GAV* 0
Avg Account Size 3,581,553,000 145%
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

4B 3B 3B 2B 2B 1B 512M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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