| As of Date | 11/06/2026 |
| Registration | SEC, 120-Day Approval, 07/10/2026 |
| ADV Location | CAMDEN, NJ, United States |
| Contact Info | 703 xxxxxxx |
| AUM* | 341,416,840 |
| of that, discretionary | 341,416,840 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 17,969,307 |
| SMA’s | No |
| Private Funds | 0 |
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds