| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/10/2025 |
| ADV Location | MOUNTAINSIDE, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 42,624,118 |
| of that, discretionary | 42,624,118 100% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,524,824 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds