| As of Date | 08/07/2026 |
| Registration | SEC, Approved, 09/08/2026 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| AUM* | 2,202,734,364 |
| of that, discretionary | 0 |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 110,136,718 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds