Adviser Profile

As of Date 02/17/2026
Registration SEC, Approved, 01/17/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 111,264,741
of that, discretionary 111,264,741 100%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,324,580
% High Net Worth 91.89%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

111M 95M 79M 64M 48M 32M 16M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees