| As of Date | 09/17/2026 |
| Registration | SEC, Approved, 10/08/2026 |
| Contact Info | 917 xxxxxxx |
| AUM* | 160,833,160 |
| of that, discretionary | 160,833,160 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 91,349,696 |
| Avg Account Size | 53,611,053 |
| % High Net Worth | 33.33% |
| SMA’s | No |
| Private Funds | 1 |
- High net worth individuals
- Pooled investment vehicles
- Other
- 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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