| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 01/24/2017 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 263,927,000 28% |
| of that, discretionary | 263,927,000 28% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 65,981,750 28% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Portfolio management for businesses
- A percentage of assets under your management
No private funds