| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 08/08/2006 |
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| ADV Location | LONG ISLAND CITY, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 30,432,825 -6% |
| of that, discretionary | 30,432,825 -6% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 30,432,825 -6% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | Yes |
| Private Funds | 0 |
- Banking or thrift institutions
- Portfolio management for businesses
- Fixed fees (other than subscription fees)
No private funds