| As of Date | 08/07/2026 |
| Registration | SEC, Approved, 02/17/2026 |
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| ADV Location | WHITE PLAINS, NY, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 157,013,593 |
| of that, discretionary | 21,951,137 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 368,577 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds