| As of Date | 10/20/2026 |
| Registration | SEC, 120-Day Approval, 08/05/2026 |
| ADV Location | SCARSDALE, NY, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 430,349,906 |
| of that, discretionary | 430,349,906 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 215,174,953 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds