| As of Date | 01/30/2026 |
| Registration | SEC, Approved, 08/05/2011 |
| Contact Info | 914 xxxxxxx |
| AUM* | 515,261,234 12% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,368,386 24% |
| % High Net Worth | 38.18% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds