| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 09/20/2024 |
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| ADV Location | JERSEY CITY, NJ, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 582,518,964 |
| of that, discretionary | 582,518,964 |
| Number of Employees | 13 63% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 194,172,988 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- State or municipal government entities
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds