Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 11/15/2024
ADV Location NEW YORK, NY, United States
Contact Info 718 xxxxxxx
Websites
AUM* 66,477,755 24%
of that, discretionary 66,477,755 24%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 5,539,813 -59%
% High Net Worth 14.29% 100%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

66M 57M 47M 38M 28M 19M 9M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees