| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 02/14/2012 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 1 6 xxxxxxx |
| Websites |
| AUM* | 312,331,270 1% |
| of that, discretionary | 209,657,452 126% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 16,438,488 17% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds