| As of Date | 12/24/2025 |
| Registration | SEC, Approved, 11/19/2024 |
| ADV Location | JERSEY CITY, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 190,402,889 |
| of that, discretionary | 190,402,889 |
| Number of Employees | 821 10% |
| of those in investment advisory functions | 191 -28% |
| Private Fund GAV* | 0 |
| Avg Account Size | 95,201,445 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds