Adviser Profile

As of Date 06/26/2026
Registration SEC, Approved, 06/09/2025
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 161,529,927
of that, discretionary 161,529,927 100%
Number of Employees 4 -20%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 9,501,760
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Large 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

162M 138M 115M 92M 69M 46M 23M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees