Adviser Profile

As of Date 07/20/2026
Registration SEC, Approved, 03/04/2024
Other registrations (1)
Contact Info 212 xxxxxxx
Websites
AUM* 45,462,000 -97%
of that, discretionary 45,462,000 -97%
Number of Employees 5 -55%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 45,462,000 -91%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Other

Advisory Activities

Compensation Arrangments

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

Reported AUM

1B 1B 1B 834M 626M 417M 209M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees