Adviser Profile

As of Date 05/05/2026
Registration SEC, Approved, 06/07/2024
Other registrations (1)
Contact Info 917 xxxxxxx
Websites
AUM* 160,104,368 78%
of that, discretionary 160,104,368 78%
Number of Employees 8 33%
of those in investment advisory functions 7 17%
Private Fund GAV* 4,203,287
Avg Account Size 26,684,061 196%
% High Net Worth 14.29% -86%
SMA’s No
Private Funds 3 3

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

160M 137M 114M 91M 69M 46M 23M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary