| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 06/09/1971 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 1,054,935,132 17% |
| of that, discretionary | 1,045,641,369 17% |
| Number of Employees | 10 |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,531,110 19% |
| % High Net Worth | 88.82% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
No private funds