| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/31/1994 |
| ADV Location | RYE BROOK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 112,833,152 -7% |
| of that, discretionary | 112,833,152 -7% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,513,326 -3% |
| % High Net Worth | 64.00% -18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds