| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 05/03/2013 |
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| ADV Location | NEW YORK, NY, United States |
| Contact Info | 1 6 xxxxxxx |
| Websites |
| AUM* | 327,036,866 -2% |
| of that, discretionary | 138,190,511 6% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 4,479,957 -2% |
| % High Net Worth | 65.75% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 14 100%
of those in investment advisory functions 6 50%
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees