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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 07/24/2023
Other registrations (3)
Contact Info 917 xxxxxxx
Websites
AUM* 71,044,332 34%
of that, discretionary 71,044,332 34%
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 8,550,531 -11%
Avg Account Size 1,449,884 51%
% High Net Worth 72.41% 7%
SMA’s No
Private Funds 1

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

77M 66M 55M 44M 33M 22M 11M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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Brochure Summary