| As of Date | 02/17/2026 |
| Registration | SEC, Approved, 11/09/2010 |
| ADV Location | WALPOLE, NH, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 306,578,137 15% |
| of that, discretionary | 306,578,137 15% |
| Number of Employees | 10 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 306,578,137 15% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds