| As of Date | 06/12/2026 |
| Registration status | Terminated |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 896,711,106 5% |
| of that, discretionary | 745,503,528 5% |
| Number of Employees | 18 29% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 28,022,222 11% |
| SMA’s | No |
| Private Funds | 0 34 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PRAGER METIS CPAS | Filing Date07/24/2025 | Form ADV-E View Report |
| Accounting Firm Name PRAGER METIS CPAS | Filing Date10/24/2024 | Form ADV-E View Report |
| Accounting Firm Name PRAGER METIS CPAS | Filing Date11/30/2023 | Form ADV-E View Report |