Adviser Profile

As of Date 05/19/2026
Registration SEC, 120-Day Approval, 01/20/2026
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 254,102,933
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 15,881,433
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

1 1 1 1
2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees