| As of Date | 05/15/2026 |
| Registration | SEC, Approved, 02/29/2024 |
| ADV Location | ENGLEWOOD CLIFFS, NJ, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 417,847,630 -24% |
| of that, discretionary | 417,847,630 -24% |
| Number of Employees | 70 -27% |
| of those in investment advisory functions | 34 -38% |
| Private Fund GAV* | 0 |
| Avg Account Size | 417,847,630 -24% |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds