| As of Date | 04/27/2026 |
| Registration | SEC, Approved, 05/28/2026 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 51,850,000 |
| of that, discretionary | 1,850,000 |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 1,850,000 |
| Avg Account Size | 17,283,333 |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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