| As of Date | 08/04/2026 |
| Registration | SEC, Approved, 07/10/2013 |
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| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 2,825,414 15% |
| of that, discretionary | 2,825,414 15% |
| Number of Employees | 1 -97% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 15,697 -27% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds