Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 11/13/2024
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 45,129,956
of that, discretionary 45,129,956 100%
Number of Employees 8 14%
of those in investment advisory functions 4 -20%
Private Fund GAV* 0
Avg Account Size 22,564,978
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm
- Related adviser

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

196M 168M 140M 112M 84M 56M 28M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees