Adviser Profile
| As of Date | 08/27/2026 |
| Registration | SEC, Approved, 05/29/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 65,437,408 -75% |
| of that, discretionary | 65,437,408 -75% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 2,516,823 -92% |
| % High Net Worth | 94.44% 8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
258M
221M
184M
147M
111M
74M
37M
2025
2026