Adviser Profile

As of Date 05/31/2026
Registration SEC, 120-Day Approval, 01/29/2026
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
Websites
AUM* 82,000,000
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 82,000,000
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees