| As of Date | 09/24/2026 |
| Registration | SEC, 120-Day Approval, 05/20/2026 |
| Contact Info | 203 xxxxxxx |
| AUM* | 22,537,000 |
| of that, discretionary | 22,537,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 563,425 |
| % High Net Worth | 92.31% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds