| As of Date | 09/17/2026 |
| Registration | SEC, Approved, 09/16/2024 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 668,709,281 8% |
| of that, discretionary | 43,607,772 1915% |
| Number of Employees | 11 22% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 44,816,477 125% |
| Avg Account Size | 6,754,639 -24% |
| % High Net Worth | 50.00% -10% |
| SMA’s | No |
| Private Funds | 3 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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