Adviser Profile
| As of Date | 09/11/2026 |
| Registration | SEC, Approved, 02/07/2025 |
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| Former registrations | |
| ADV Location | OLD BRIDGE, NJ, United States |
| Contact Info | 631 xxxxxxx |
| Websites |
| AUM* | 134,944,668 81% |
| of that, discretionary | 134,944,668 81% |
| Number of Employees | 10 43% |
| of those in investment advisory functions | 9 50% |
| Private Fund GAV* | 117,152,665 72% |
| Avg Account Size | 1,054,255 25% |
| SMA’s | No |
| Private Funds | 17 8 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
135M
116M
96M
77M
58M
39M
19M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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