| As of Date | 08/07/2026 |
| Registration | SEC, Approved, 04/26/2021 |
|
|
|
| ADV Location | NEW YORK, NY, United States |
| Contact Info | (64 xxxxxxx |
| Websites |
| AUM* | 71,902,242 6% |
| of that, discretionary | 17,097,539 165% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,529,835 -12% |
| % High Net Worth | 64.29% -4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds