| As of Date | 05/01/2026 |
| Registration | SEC, Approved, 01/28/2015 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| AUM* | 1,491,367,626 5% |
| of that, discretionary | 1,491,367,626 5% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,491,367,626 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Insurance companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds