Adviser Profile
| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 07/11/2024 |
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| Former registrations | |
| ADV Location | METUCHEN, NJ, United States |
| Contact Info | 732 xxxxxxx |
| Websites |
| AUM* | 48,395,420 68% |
| of that, discretionary | 48,395,420 68% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,240,908 64% |
| % High Net Worth | 66.67% 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
49M
42M
35M
28M
21M
14M
7M
2024
2025
2026
Private Funds
No private funds