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Adviser Profile

As of Date 08/18/2026
Registration SEC, Approved, 07/27/2018
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 121,345,569 10%
of that, discretionary 121,345,569 10%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 8,667,541 34%
% High Net Worth 85.71% 4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

136M 116M 97M 78M 58M 39M 19M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary