| As of Date | 03/13/2026 |
| ADV Location | NEW YORK, NY, United States |
| Adviser Type - Mid-sized advisory firm | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 02/08/2007 |
| AUM* | 45,000,000 -28% |
| of that, discretionary | 45,000,000 -28% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,000,000 11% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 212 xxxxxxx |
| Websites |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds