Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 01/23/2006
ADV Location WOODMERE, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 104,603,322 -10%
of that, discretionary 104,497,987 -9%
Number of Employees 6
of those in investment advisory functions 6
Private Fund GAV* 55,599,772 -3%
Avg Account Size 1,124,767 -11%
SMA’s Yes
Private Funds 3

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

217M 186M 155M 124M 93M 62M 31M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary