| As of Date | 01/06/2026 |
| Registration | SEC, Approved, 10/29/2013 |
| ADV Location | NEW YORK,, NY, United States |
| Contact Info | (21 xxxxxxx |
| AUM* | 137,737,270 22% |
| of that, discretionary | 137,737,270 22% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,700,460 19% |
| % High Net Worth | 78.79% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds