| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 02/28/1991 |
| Contact Info | 518 xxxxxxx |
| AUM* | 86,984,404 33% |
| of that, discretionary | 86,984,404 33% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,338,222 13% |
| % High Net Worth | 69.77% -11% |
| 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