| As of Date | 07/30/2026 |
| Registration | SEC, Approved, 12/22/2023 |
|
|
|
| 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 |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |