| As of Date | 04/02/2026 |
| Registration | SEC, Approved, 02/18/2014 |
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| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 130,710,000 19% |
| of that, discretionary | 128,477,710 17% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,734,571 13% |
| % High Net Worth | 60.00% -6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds