| 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 |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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