| As of Date | 07/30/2026 |
| Registration | SEC, Approved, 06/24/2024 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 1 8 xxxxxxx |
| Websites |
| AUM* | 108,503,548 94% |
| of that, discretionary | 108,503,548 94% |
| Number of Employees | 24 -4% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 36,167,849 29% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds