| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 06/13/2025 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 262,843,327 23% |
| of that, discretionary | 262,843,327 23% |
| Number of Employees | 23 475% |
| of those in investment advisory functions | 11 175% |
| Private Fund GAV* | 0 |
| Avg Account Size | 235,101 7% |
| % High Net Worth | 6.77% -61% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds