| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/28/2017 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 136,172,994 -1% |
| of that, discretionary | 135,431,010 0% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,840,176 7% |
| % High Net Worth | 89.19% -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds