| As of Date | 09/01/2026 |
| Registration | SEC, Approved, 01/21/2026 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 860 xxxxxxx |
| Websites |
| AUM* | 802,593,655 |
| of that, discretionary | 0 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 114,656,236 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
No private funds