| As of Date | 05/22/2026 |
| Registration | SEC, Approved, 09/19/2025 |
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| ADV Location | NEWARK, NJ, United States |
| Contact Info | 800 xxxxxxx |
| AUM* | 4,596,470,261 |
| of that, discretionary | 4,596,470,261 100% |
| Number of Employees | 6 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 656,638,609 |
| SMA’s | No |
| Private Funds | 0 |
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds