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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 02/24/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info (20 xxxxxxx
Websites
AUM* 85,635,966
of that, discretionary 85,635,966
Number of Employees 5 67%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 85,635,966
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Other investment advisers

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

94M 80M 67M 54M 40M 27M 13M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees