| As of Date | 05/29/2026 |
| Registration | SEC, Approved, 01/10/2025 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 976,077,907 |
| of that, discretionary | 976,077,907 100% |
| Number of Employees | 14 27% |
| of those in investment advisory functions | 11 22% |
| Private Fund GAV* | 306,942,769 58% |
| Avg Account Size | 139,439,701 |
| SMA’s | No |
| Private Funds | 7 7 |
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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