| As of Date | 06/15/2026 |
| Registration | SEC, Approved, 05/29/2025 |
|
|
|
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 47,615,453 47% |
| of that, discretionary | 47,615,453 47% |
| Number of Employees | 15 50% |
| of those in investment advisory functions | 9 50% |
| Private Fund GAV* | 47,615,451 21% |
| Avg Account Size | 9,523,091 17% |
| SMA’s | No |
| Private Funds | 10 6 |
- Pooled investment vehicles
- 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 | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |