| As of Date | 06/02/2026 |
| Registration | SEC, Approved, 02/25/2025 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 937,350,545 |
| of that, discretionary | 937,350,545 100% |
| Number of Employees | 6 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 699,547,962 |
| Avg Account Size | 468,675,273 |
| SMA’s | No |
| Private Funds | 2 1 |
- Pooled investment vehicles
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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