Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 08/29/2022
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
AUM* 311,136,438 -54%
of that, discretionary 311,136,438 -54%
Number of Employees 6 20%
of those in investment advisory functions 5 67%
Private Fund GAV* 0
Avg Account Size 155,568,219 -77%
SMA’s No
Private Funds 0

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

2B 2B 1B 1B 854M 569M 285M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary