| As of Date | 02/10/2026 |
| Registration | SEC, Approved, 03/18/1988 |
| ADV Location | PURCHASE, NY, United States |
| Contact Info | 914 xxxxxxx |
| AUM* | 11,660,691,026 22% |
| of that, discretionary | 11,660,691,026 22% |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 51,825,293 23% |
| % High Net Worth | 75.76% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- 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
No private funds