Adviser Profile
| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 05/07/2026 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | (55 xxxxxxx |
| Websites |
| AUM* | 56,295,215 |
| of that, discretionary | 56,295,215 |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,251,809 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Security ratings or pricing services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
56M
48M
40M
32M
24M
16M
8M
2026
Private Funds
No private funds