| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 11/19/2025 |
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| ADV Location | BRIGHTWATERS, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 80,796,246 |
| of that, discretionary | 80,796,246 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 868,777 |
| % High Net Worth | 81.48% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
- A percentage of assets under your management
No private funds