| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 09/22/2025 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 550,000,000 |
| of that, discretionary | 550,000,000 100% |
| Number of Employees | 16 300% |
| of those in investment advisory functions | 8 700% |
| Private Fund GAV* | 0 |
| Avg Account Size | 550,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Other investment advisers
- Portfolio management for pooled investment vehicles
- Performance-based fees
No private funds