| As of Date | 09/30/2026 |
| Registration | SEC, Approved, 05/29/2026 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 809,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 269,666,667 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds