Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/16/2024 |
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| Former registrations | |
| ADV Location | RYE BROOK, NY, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 53,087,330 -52% |
| of that, discretionary | 53,087,330 -52% |
| Number of Employees | 4 300% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,308,733 44% |
| % High Net Worth | 90.00% -10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
183M
157M
131M
105M
79M
52M
26M
2024
2025
2026
Private Funds
No private funds