| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 12/11/2006 |
| ADV Location | WHITE PLAINS, NY, United States |
| Contact Info | 914 xxxxxxx |
| AUM* | 116,593,685 126% |
| of that, discretionary | 74,228,822 44% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 832,812 113% |
| % High Net Worth | 48.78% 38% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds