| As of Date | 03/28/2026 |
| Registration | SEC, Approved, 06/07/2024 |
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| ADV Location | SUMMIT, NJ, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 527,280,000 10% |
| of that, discretionary | 527,280,000 10% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 527,280,000 10% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Performance-based fees
No private funds