| As of Date | 04/15/2026 |
| Registration | SEC, Approved, 12/09/2024 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| AUM* | 94,969,868 -12% |
| of that, discretionary | 82,846,460 -23% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 23,742,467 -12% |
| % High Net Worth | 50.00% -33% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds