Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 12/09/2022
ADV Location NEW YORK, NY, United States
Contact Info 267 xxxxxxx
Websites
AUM* 59,866,605 3%
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 490,710 9%
% High Net Worth 21.05% 3%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

70M 60M 50M 40M 30M 20M 10M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary