| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 07/22/2025 |
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| ADV Location | ALBANY, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 204,259,315 |
| of that, discretionary | 204,259,315 100% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 204,259,315 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds