Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 07/31/1997
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 339,797,197 15%
of that, discretionary 339,797,197 15%
Number of Employees 8
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 1,618,082 18%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

343M 294M 245M 196M 147M 98M 49M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary