| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 11/29/2005 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 130,138,998 30% |
| of that, discretionary | 130,138,998 30% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,626,737 35% |
| % High Net Worth | 35.29% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds