| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 04/30/2026 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 743,453,428 |
| of that, discretionary | 594,110,491 |
| Number of Employees | 15 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 861,467,913 |
| Avg Account Size | 61,954,452 |
| SMA’s | No |
| Private Funds | 14 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Educational seminars/workshops
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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