| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 12/13/2021 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 929 xxxxxxx |
| Websites |
| AUM* | 26,624,418 33% |
| of that, discretionary | 26,624,418 33% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,523 -43% |
| % High Net Worth | 2.56% 100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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