| As of Date | 07/13/2026 |
| Registration | SEC, Approved, 08/21/2025 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 387,843,222 |
| of that, discretionary | 236,752,032 100% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 5,000,000 |
| Avg Account Size | 9,696,081 |
| % High Net Worth | 89.47% |
| SMA’s | No |
| Private Funds | 1 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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