| As of Date | 07/23/2026 |
| Registration | SEC, Approved, 07/10/2024 |
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| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 1,165,278,064 82% |
| of that, discretionary | 1,165,278,064 82% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 582,639,032 -9% |
| SMA’s | No |
| Private Funds | 0 |
- Other investment advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds