Adviser Profile

As of Date 07/30/2026
Registration SEC, Approved, 12/22/2023
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 347 xxxxxxx
Websites
AUM* 71,300,000 185%
of that, discretionary 46,300,000 85%
Number of Employees 6
of those in investment advisory functions 6 200%
Private Fund GAV* 46,300,000
Avg Account Size 35,650,000 43%
% High Net Worth 50.00% -50%
SMA’s No
Private Funds 1 1

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

46M 40M 33M 26M 20M 13M 7M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary