| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 09/29/2025 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 83,747,489 145% |
| of that, discretionary | 58,003,173 70% |
| Number of Employees | 13 63% |
| of those in investment advisory functions | 6 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,978,957 -80% |
| % High Net Worth | 33.33% -67% |
| SMA’s | No |
| Private Funds | 0 |
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds