| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 06/14/2024 |
|
|
|
| ADV Location | MORRISTOWN, NJ, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 397,900,939 124% |
| of that, discretionary | 397,900,939 124% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 337,647,008 265% |
| Avg Account Size | 56,842,991 124% |
| SMA’s | No |
| Private Funds | 5 1 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |