| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 01/18/2024 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| AUM* | 171,775,000 34% |
| of that, discretionary | 116,875,000 77% |
| Number of Employees | 13 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 143,400,000 -4% |
| Avg Account Size | 57,258,333 -11% |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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