other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Terminated
As of Date 03/29/2025
Adviser Type - Mid-sized advisory firm
Number of Employees 3
of those in investment advisory functions 2
AUM* 27,632,980 -17.10%
of that, discretionary 27,632,980 -17.10%
Private Fund GAV* 0 -100.00%
Avg Account Size 27,632,980 -17.10%
SMA’s No
Private Funds 0 1
Contact Info 212 xxxxxxx
Websites

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

165M 142M 118M 95M 71M 47M 24M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary