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Adviser Profile

As of Date 04/07/2026
Registration SEC, Approved, 04/22/2026
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 7
of those in investment advisory functions 3
Private Fund GAV* 0
% High Net Worth 10.00%
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 2B 2B 2B 1B 777M 388M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees