| As of Date | 10/19/2026 |
| Registration | SEC, Approved, 05/29/2025 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 164,594,141 407% |
| of that, discretionary | 112,406,822 246% |
| Number of Employees | 31 210% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 109,929,452 239% |
| Avg Account Size | 3,165,272 -61% |
| % High Net Worth | 34.62% 100% |
| SMA’s | No |
| Private Funds | 24 20 |
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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