| As of Date | 05/08/2026 |
| Registration | SEC, Approved, 05/13/1977 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 964,199,268 2% |
| of that, discretionary | 964,199,268 3% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,762,749 3% |
| % High Net Worth | 83.42% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name EISNER AMPER | Filing Date11/24/2025 | Form ADV-E View Report |
| Accounting Firm Name EISNERAMPER LLP | Filing Date10/28/2024 | Form ADV-E View Report |
| Accounting Firm Name EISNER AMPER | Filing Date01/26/2024 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker03820C105 | Stock NameAPPLIED INDL TECHNLGIES INC CO | $ Position$47,054,587 | % Position7.00% | $ Change26.00% | # Change-1.00% |
| Stck Ticker91529Y106 | Stock NameUNUM GROUP | $ Position$43,592,334 | % Position7.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker670346105 | Stock NameNUCOR CORP | $ Position$23,814,203 | % Position4.00% | $ Change16.00% | # Change-12.00% |
| Stck Ticker383082104 | Stock NameGORMAN RUPP CO | $ Position$25,369,229 | % Position4.00% | $ Change27.00% | # Change-14.00% |
| Stck TickerG3223R108 | Stock NameEVEREST RE GROUP | $ Position$17,146,273 | % Position3.00% | $ Change9.00% | # Change0.00% |
| Stck Ticker336433107 | Stock NameFIRST SOLAR INC COM | $ Position$15,952,784 | % Position3.00% | $ Change16.00% | # Change-3.00% |
| Stck Ticker56501R106 | Stock NameMANULIFE FINL CORP COM | $ Position$16,566,686 | % Position3.00% | $ Change17.00% | # Change0.00% |
| Stck TickerG81276100 | Stock NameSIGNET JEWELERS LIMITED SHS | $ Position$20,782,389 | % Position3.00% | $ Change2.00% | # Change0.00% |
| Stck Ticker942622200 | Stock NameWATSCO INC | $ Position$17,586,006 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker89156V106 | Stock NameTOURMALINE OIL CORP COM | $ Position$16,555,752 | % Position3.00% | $ Change-13.00% | # Change0.00% |