| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 03/25/2020 |
| ADV Location | WHITE PLAINS, NY, United States |
| Contact Info | 914 xxxxxxx |
| Websites |
| AUM* | 188,347,080 538% |
| of that, discretionary | 188,347,080 538% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 62,782,360 325% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Other investment advisers
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds