| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 01/12/1994 |
| Contact Info | 917 xxxxxxx |
| AUM* | 209,246,390 25% |
| of that, discretionary | 209,246,390 25% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,964,114 31% |
| % High Net Worth | 95.24% 5% |
| 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
No private funds