| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 02/08/2017 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | +1 xxxxxxx |
| Websites |
| AUM* | 295,888,631 -17% |
| of that, discretionary | 295,888,631 -17% |
| Number of Employees | 10 400% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 98,629,544 -17% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds