| As of Date | 03/26/2025 |
| Registration | SEC, Approved, 10/23/2012 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 1,896,359,464 -5% |
| of that, discretionary | 1,896,359,464 1% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,896,359,464 1% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 28 40%
of those in investment advisory functions 12 33%
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds