| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 05/30/2025 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 8,994,413 |
| of that, discretionary | 8,994,413 100% |
| Number of Employees | 65 18% |
| of those in investment advisory functions | 11 |
| Private Fund GAV* | 0 |
| Avg Account Size | 272,558 |
| % High Net Worth | 18.18% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
No private funds