| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 06/20/2025 |
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| ADV Location | FAIRPORT, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 76,192,940 376% |
| of that, discretionary | 76,192,940 376% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 11 10% |
| Private Fund GAV* | 22,956,213 43% |
| Avg Account Size | 25,397,647 217% |
| % High Net Worth | 50.00% 100% |
| SMA’s | No |
| Private Funds | 2 |
- High net worth individuals
- 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 | |
|---|---|---|
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