| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 10/05/1998 |
| Contact Info | 908 xxxxxxx |
| AUM* | 63,365,000 15% |
| of that, discretionary | 63,365,000 15% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 63,365,000 15% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds