| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 11/16/2023 |
|
|
|
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 133,172,257 274% |
| of that, discretionary | 133,172,257 274% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,875,666 -5% |
| % High Net Worth | 67.65% -28% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds