| As of Date | 08/06/2026 |
| Registration | SEC, 120-Day Approval, 05/08/2026 |
| ADV Location | PURCHASE, NY, United States |
| Contact Info | +1- xxxxxxx |
| AUM* | 39,800,000 |
| of that, discretionary | 39,800,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 19,900,000 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- 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
No private funds