| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 03/18/2022 |
| Contact Info | 212 xxxxxxx |
| AUM* | 180,088,308 22% |
| of that, discretionary | 180,088,308 22% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 15,007,359 144% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds