Adviser Profile

As of Date 07/24/2026
Registration New York, Approved, 06/09/2025
Other registrations (2)
ADV Location NEW YORK, NY, United States
Contact Info 844 xxxxxxx
Websites
AUM* 59,712,398 96%
of that, discretionary 46,027,262 121%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 445,615 148%
% High Net Worth 35.07% 2%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

46M 39M 33M 26M 20M 13M 7M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary