Adviser Profile

As of Date 01/26/2026
Registration SEC, Approved, 06/05/2023
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 83,669,173 93%
of that, discretionary 83,669,173 93%
Number of Employees 4 -20%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 2,460,858 -66%
% High Net Worth 73.68% -26%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

84M 72M 60M 48M 36M 24M 12M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary