{{ Info.Overview }}

Adviser Profile

As of Date 02/24/2021
Registration status Terminated
ADV Location NEW YORK, NY, United States
AUM* 1,528,877,000
of that, discretionary 1,528,877,000
Number of Employees 21
of those in investment advisory functions 9
Private Fund GAV* 0
Avg Account Size 152,887,700
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 803M 535M 268M
2015 2016 2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

Employees