Adviser Profile

As of Date 05/01/2026
Registration SEC, Approved, 01/28/2015
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
AUM* 1,491,367,626 5%
of that, discretionary 1,491,367,626 5%
Number of Employees 4 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 1,491,367,626 5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Insurance companies

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 3B 2B 2B 1B 857M 428M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary