| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/10/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Registration | SEC, Approved, 07/29/2024 |
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| Former registrations | |
| AUM* | 260,589,451 |
| of that, discretionary | 260,589,451 |
| Private Fund GAV* | 260,589,451 15.45% |
| Avg Account Size | 65,147,363 |
| SMA’s | No |
| Private Funds | 4 |
| Contact Info | 212 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count4 | GAV$260,589,451 |