Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 02/01/2013
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 0
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

61M 53M 44M 35M 26M 18M 9M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary