| As of Date | 09/18/2026 |
| Registration | SEC, Approved, 01/02/2026 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 68,129,403 |
| of that, discretionary | 0 |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 4,250,000 |
| Avg Account Size | 34,064,702 |
| SMA’s | No |
| Private Funds | 1 |
- Investment companies
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |