Adviser Profile

As of Date 05/19/2026
Registration SEC, Approved, 04/22/1988
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 493,027,562 19%
of that, discretionary 483,786,608 18%
Number of Employees 6 20%
of those in investment advisory functions 5 67%
Private Fund GAV* 92,351,220 27%
Avg Account Size 1,358,203 13%
% High Net Worth 43.72% -5%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

484M 415M 346M 276M 207M 138M 69M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$128,582,216 % Position28.00% $ Change1.00% # Change-3.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$58,896,912 % Position13.00% $ Change15.00% # Change0.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$45,770,878 % Position10.00% $ Change22.00% # Change-2.00%
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MANUFAC $ Position$36,875,090 % Position8.00% $ Change88.00% # Change33.00%
Stck Ticker22160K105 Stock NameCOSTCO WHOLESALE CORPORATION $ Position$33,290,571 % Position7.00% $ Change-11.00% # Change-5.00%
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MANUFAC $ Position$23,400,930 % Position5.00% $ Change183.00% # Change100.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$17,856,032 % Position4.00% $ Change2150.00% # Change1861.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$20,015,600 % Position4.00% $ Change4.00% # Change0.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$20,258,900 % Position4.00% $ Change11.00% # Change-3.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$16,931,321 % Position4.00% $ Change8.00% # Change-5.00%

Brochure Summary