| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 04/23/1987 |
| ADV Location | DEWITT, NY, United States |
| Contact Info | 315 xxxxxxx |
| Websites |
| AUM* | 328,480,614 46% |
| of that, discretionary | 328,048,406 45% |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 488,810 17% |
| % High Net Worth | 37.92% 24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser COMPOUND PLANNING, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM4.8b | #Funds- | |
| Adviser PERSONAL INVESTMENT MANAGEMENT INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM567.6m | #Funds- | |
| Adviser EWA, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM750.7m | #Funds- | |
| Adviser INSIGHT CAPITAL MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM330.5m | #Funds- | |
| Adviser RINALDI WEALTH MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM243.2m | #Funds- | |
| Adviser CENTER FOR ASSET MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM257.1m | #Funds- | |
| Adviser CROWLEY WEALTH MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM383.4m | #Funds- | |
| Adviser CAPITAL DESIGN PRIVATE WEALTH LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM96.0m | #Funds- | |
| Adviser PROSPERITY ADVISORY GROUP LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM216.0m | #Funds- | |
| Adviser STRATEGIC ASSET MANAGEMENT LLC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM218.3m | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$20,613,841 | % Position12.00% | $ Change | # Change |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$17,426,826 | % Position10.00% | $ Change | # Change |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$16,500,391 | % Position9.00% | $ Change | # Change |
| Stck Ticker22788C105 | Stock NameCROWDSTRIKE HLDGS INC | $ Position$11,046,429 | % Position6.00% | $ Change | # Change |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INCORPORATED | $ Position$9,006,619 | % Position5.00% | $ Change | # Change |
| Stck Ticker697435105 | Stock NamePALO ALTO NETWORKS INC | $ Position$8,379,665 | % Position5.00% | $ Change | # Change |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$9,320,818 | % Position5.00% | $ Change | # Change |
| Stck Ticker571903202 | Stock NameMARRIOTT INTL INC NEW | $ Position$6,408,860 | % Position4.00% | $ Change | # Change |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$6,556,587 | % Position4.00% | $ Change | # Change |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$6,878,747 | % Position4.00% | $ Change | # Change |