| As of Date | 07/27/2026 |
| Registration | SEC, 120-Day Approval, 12/01/2025 |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 8,561,710 |
| of that, discretionary | 8,561,710 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 342,468 |
| % High Net Worth | 58.14% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds