Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 09/08/2021
ADV Location NY, NY, United States
Contact Info 212 xxxxxxx
AUM* 517,928,039 163%
of that, discretionary 517,928,039 163%
Number of Employees 2 -80%
of those in investment advisory functions 2 -78%
Private Fund GAV* 0
Avg Account Size 129,482,010 -34%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

518M 444M 370M 296M 222M 148M 74M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary