| As of Date | 01/20/2026 |
| Registration | SEC, Approved, 05/11/1987 |
| Contact Info | 609 xxxxxxx |
| AUM* | 111,819,874 2% |
| of that, discretionary | 26,524,326 0% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,590,994 8% |
| % High Net Worth | 92.86% -2% |
| 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
- Fixed fees (other than subscription fees)
No private funds