| As of Date | 01/28/2026 |
| Registration | SEC, Approved, 02/13/2026 |
| ADV Location | PITTSFORD, NY, United States |
| Contact Info | (58 xxxxxxx |
| Websites |
| AUM* | 940,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 940,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Other
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds