| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 09/24/2014 |
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| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 184,400,000 6% |
| of that, discretionary | 34,400,000 31% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 23,050,000 -20% |
| % High Net Worth | 87.50% 9% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds