| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 12/15/2005 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 1,009,001,603 19% |
| of that, discretionary | 910,187,270 25% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 795,116 66% |
| % High Net Worth | 19.09% 177% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Market timing services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds