| As of Date | 03/30/2026 |
| Registration | SEC, 120-Day Approval, 12/02/2025 |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 345,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 8 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 69,000,000 |
| % High Net Worth | 80.00% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Fixed fees (other than subscription fees)
No private funds