| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 04/04/2013 |
|
|
|
| ADV Location | MILLBROOK, NY, United States |
| Contact Info | 845 xxxxxxx |
| Websites |
| AUM* | 86,722,929 25% |
| of that, discretionary | 86,722,929 25% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,336,146 25% |
| % High Net Worth | 95.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds