| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 04/01/2016 |
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| ADV Location | FAIRFIELD, NJ, United States |
| Contact Info | 732 xxxxxxx |
| Websites |
| AUM* | 231,981,091 74% |
| of that, discretionary | 14,061,459 100% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,461,175 58% |
| SMA’s | Yes |
| Private Funds | 0 |
- Other
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds