| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 08/19/2005 |
| ADV Location | ALBANY, NY, United States |
| Contact Info | 518 xxxxxxx |
| Websites |
| AUM* | 305,061,951 -3% |
| of that, discretionary | 305,061,951 -3% |
| Number of Employees | 12 -8% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 101,687,317 -3% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds