Adviser Profile
| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 03/28/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 334 xxxxxxx |
| Websites |
| AUM* | 41,104,123 30% |
| of that, discretionary | 3,637,294 -88% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,220,825 -48% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
37M
32M
27M
21M
16M
11M
5M
2025
2026
Private Funds
No private funds