| As of Date | 02/10/2026 |
| Registration | SEC, Approved, 10/01/1977 |
| ADV Location | JERSEY CITY, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 5,939,604,331 93% |
| of that, discretionary | 5,939,604,331 93% |
| Number of Employees | 21 -5% |
| of those in investment advisory functions | 7 -13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 20,988,001 212% |
| % High Net Worth | 1.06% 142% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds