| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 04/04/2024 |
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| ADV Location | BEDFORD HILLS, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 108,188,034 70% |
| of that, discretionary | 108,188,034 70% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,182,001 25% |
| % High Net Worth | 72.22% 12% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds