| As of Date | 10/19/2026 |
| Registration | SEC, 120-Day Approval, 06/22/2026 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 855 xxxxxxx |
| Websites |
| AUM* | 4,078,013,923 |
| of that, discretionary | 4,078,013,923 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 965,896 |
| SMA’s | No |
| Private Funds | 0 |
- Charitable organizations
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
No private funds