| As of Date | 04/17/2026 |
| Registration | SEC, 120-Day Approval, 12/19/2025 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 54,254,178 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 27,127,089 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds