Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 11/04/2016
ADV Location NEW YORK, NY, United States
Contact Info 914 xxxxxxx
Websites
AUM* 60,903,376 1%
of that, discretionary 60,903,376 1%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 15,225,844 26%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Investment companies

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

61M 52M 44M 35M 26M 17M 9M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary