| As of Date | 09/24/2026 |
| Registration | SEC, Approved, 03/10/2025 |
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| ADV Location | GARDEN CITY, NY, United States |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 42,124,271 |
| of that, discretionary | 42,124,271 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 42,124,271 -9% |
| Avg Account Size | 10,531,068 |
| SMA’s | No |
| Private Funds | 4 4 |
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
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