| As of Date | 06/09/2026 |
| Registration | SEC, Approved, 02/28/2020 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | +1 xxxxxxx |
| Websites |
| AUM* | 2,453,870,000 -9% |
| of that, discretionary | 255,530,000 -28% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 90,884,074 -26% |
| SMA’s | Yes |
| Private Funds | 0 2 |
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management