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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 05/02/2017
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 48,700,000 19%
of that, discretionary 13,700,000 80%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,117,391 -17%
% High Net Worth 65.22% -5%
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

137M 117M 98M 78M 59M 39M 20M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary