| As of Date | 01/29/2026 |
| Registration | SEC, Approved, 06/21/2021 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 917 xxxxxxx |
| AUM* | 1,300,000,000 9% |
| of that, discretionary | 0 |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 433,333,333 -27% |
| SMA’s | No |
| Private Funds | 0 |
- Insurance companies
- Portfolio management for businesses
- Fixed fees (other than subscription fees)
No private funds