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Adviser Profile

As of Date 08/17/2026
Registration SEC, Approved, 08/14/2026
ADV Location NEW YORK, NY, United States
Contact Info 908 xxxxxxx
Websites
AUM* 51,259,479
of that, discretionary 47,945,795
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 40,437,018
Avg Account Size 12,814,870
% High Net Worth 25.00%
SMA’s No
Private Funds 3

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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