| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 09/29/2016 |
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| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 106,971,740 35% |
| of that, discretionary | 102,372,514 30% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 914,288 25% |
| % High Net Worth | 68.18% -5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds