| As of Date | 01/30/2026 |
| Registration | SEC, Approved, 04/12/2021 |
| ADV Location | POUND RIDGE, NY, United States |
| Contact Info | (91 xxxxxxx |
| AUM* | 106,200,000 3% |
| of that, discretionary | 68,500,000 -3% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,361,538 24% |
| % High Net Worth | 60.00% -6% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds