| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 12/31/1997 |
| Contact Info | 917 xxxxxxx |
| AUM* | 68,447,213 5% |
| of that, discretionary | 38,887,006 22% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,407,869 75% |
| % High Net Worth | 71.43% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Other
- Portfolio management for individuals and/or small businesses
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds