| Registration status | Terminated |
| As of Date | 11/02/2025 |
| ADV Location | NEWTOWN, PA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 |
| of those in investment advisory functions | 6 |
| AUM* | 198,458,037 61% |
| of that, discretionary | 198,458,037 61% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 39,691,607 29% |
| SMA’s | No |
| Private Funds | 0 1 |
| Contact Info | 215 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees