| As of Date | 02/05/2026 |
| Registration | SEC, Approved, 03/22/2024 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 2,388,380,041 2694% |
| of that, discretionary | 0 |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 88,458,520 210% |
| % High Net Worth | 16.67% 100% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds