| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 02/25/2025 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 81,423,847 9% |
| of that, discretionary | 0 |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 81,423,847 9% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | No |
| Private Funds | 0 |
- Other
- Financial planning services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Fixed fees (other than subscription fees)
No private funds