| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 06/13/2025 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 226,357,000 110% |
| of that, discretionary | 226,357,000 110% |
| Number of Employees | 7 250% |
| of those in investment advisory functions | 5 400% |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,805,414 -78% |
| % High Net Worth | 3.45% 100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds