| As of Date | 03/27/2026 |
| Registration | SEC, 120-Day Approval, 12/01/2025 |
| Contact Info | 212 xxxxxxx |
| AUM* | 92,496,571 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 46,248,286 |
| SMA’s | No |
| Private Funds | 0 |
- Pension and profit sharing plans
- Portfolio management for businesses
- Pension consulting services
- Fixed fees (other than subscription fees)
No private funds