| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 01/31/2012 |
| Contact Info | 908 xxxxxxx |
| AUM* | 55,392,046 16% |
| of that, discretionary | 55,392,046 16% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,616,004 35% |
| % High Net Worth | 60.00% -6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds