| As of Date | 06/05/2026 |
| Registration | SEC, Approved, 05/07/2026 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | +1 xxxxxxx |
| Websites |
| AUM* | 262,003,096 |
| of that, discretionary | 262,003,096 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 252,480,648 |
| Avg Account Size | 9,357,253 |
| % High Net Worth | 3.57% |
| SMA’s | No |
| Private Funds | 31 |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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