| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 01/25/2024 |
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| Contact Info | 732 xxxxxxx |
| Websites |
| AUM* | 1,274,620,948 65% |
| of that, discretionary | 746,992,419 98% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,889,843 -7% |
| % High Net Worth | 0.54% -81% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds