Adviser Profile
| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 11/04/2024 |
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| Former registrations | |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 42,597,301 39% |
| of that, discretionary | 42,597,301 39% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 698,316 33% |
| % High Net Worth | 29.41% 29% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
43M
37M
30M
24M
18M
12M
6M
2024
2025
2026
Private Funds
No private funds