| As of Date | 07/30/2026 |
| Registration | SEC, Approved, 09/11/2024 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 349,486,745 -62% |
| of that, discretionary | 333,000,000 100% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 333,000,000 |
| Avg Account Size | 49,926,678 -95% |
| % High Net Worth | 14.29% 100% |
| SMA’s | No |
| Private Funds | 2 2 |
- High net worth individuals
- Pooled investment vehicles
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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