| As of Date | 07/14/2026 |
| Registration | SEC, Approved, 10/28/2024 |
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| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 842,246,176 |
| of that, discretionary | 599,856,389 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,463,440 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds