| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 06/30/2026 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 347 xxxxxxx |
| AUM* | 156,435,000 |
| of that, discretionary | 156,435,000 |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 30,883,003 |
| Avg Account Size | 52,145,000 |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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