| As of Date | 02/17/2026 |
| Registration | SEC, Approved, 11/09/1989 |
| ADV Location | SAG HARBOR, NY, United States |
| Contact Info | 631 xxxxxxx |
| Websites |
| AUM* | 502,665,436 15% |
| of that, discretionary | 502,665,436 15% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,243,003 17% |
| % High Net Worth | 97.42% 3% |
| 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 businesses
- A percentage of assets under your management
No private funds