| As of Date | 09/28/2026 |
| Registration | SEC, Approved, 11/01/2024 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 286,230,148 76% |
| of that, discretionary | 286,230,148 76% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 143,115,074 -12% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds