| As of Date | 03/26/2025 |
| ADV Location | WHITE PLAINS, NY, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 |
| Registration | SEC, Approved, 07/21/2010 |
| AUM* | 1,537,513,474 |
| of that, discretionary | 1,537,513,474 -12% |
| Private Fund GAV* | 0 |
| Avg Account Size | 76,875,674 2% |
| % High Net Worth | 20.00% -8% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 914 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management