Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 01/08/2025
Contact Info 646 xxxxxxx
Websites
AUM* 119,300,000 -6%
of that, discretionary 0
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 119,300,000 -6%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

127M 109M 91M 72M 54M 36M 18M
2024 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees