{{ Info.Overview }}
Adviser Profile
| As of Date | 08/13/2026 |
| Registration | SEC, Approved, 11/02/2020 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | (64 xxxxxxx |
| Websites |
| AUM* | 682,181 |
| of that, discretionary | 682,181 |
| Number of Employees | 25 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 547,424 |
| Avg Account Size | 170,545 |
| % High Net Worth | 50.00% |
| SMA’s | No |
| Private Funds | 2 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
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
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker000000000 | Stock NameN/A | $ Position$ | % Position | $ Change0.00% | # Change0.00% |