| As of Date | 06/13/2026 |
| Registration status | Terminated |
| ADV Location | COS COB, CT, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 1,052,926,092 -7% |
| of that, discretionary | 1,052,926,092 -7% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 150,418,013 -7% |
| SMA’s | No |
| Private Funds | 0 6 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees