| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 12/03/2004 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 929,416,169 9% |
| of that, discretionary | 929,416,169 9% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 15,236,331 23% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- 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
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DELOITTE & TOUCHÉ LLP | Filing Date01/24/2025 | Form ADV-E View Report |
| Accounting Firm Name DELOITTE & TOUCHE LLP | Filing Date10/25/2023 | Form ADV-E View Report |