| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 09/27/2017 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 132,800,530 6% |
| of that, discretionary | 21,779,981 11% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,853,369 6% |
| % High Net Worth | 33.33% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Other
- 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