| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 02/01/2008 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 241,914,564 0% |
| of that, discretionary | 195,637,939 17% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,518,025 22% |
| % High Net Worth | 23.53% -18% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- State or municipal government entities
- Insurance companies
- 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
- Fixed fees (other than subscription fees)