| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/18/2024 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | (64 xxxxxxx |
| Websites |
| AUM* | 37,700,000 51% |
| of that, discretionary | 37,700,000 51% |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 1,700,000 -83% |
| Avg Account Size | 12,566,667 1% |
| SMA’s | No |
| Private Funds | 1 |
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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