{{ Info.Overview }}
Adviser Profile
| As of Date | 06/02/2026 |
| Registration | SEC, Approved, 09/03/2025 |
|
|
|
| Former registrations | |
| ADV Location | HAUPPAUGE, NY, United States |
| Contact Info | 631 xxxxxxx |
| Websites |
| AUM* | 74,829,278 32% |
| of that, discretionary | 74,829,278 32% |
| Number of Employees | 12 |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 124,829,279 63% |
| Avg Account Size | 7,482,928 5% |
| SMA’s | No |
| Private Funds | 12 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
75M
64M
53M
43M
32M
21M
11M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |