Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 12/16/2024
ADV Location FOREST HILLS, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 72,971,520 11%
of that, discretionary 72,971,520 11%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 24,323,840 -63%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

73M 63M 52M 42M 31M 21M 10M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees