| As of Date | 01/14/2026 |
| Registration | SEC, Approved, 03/18/2015 |
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| Contact Info | 203 xxxxxxx |
| AUM* | 191,577,912 16% |
| of that, discretionary | 173,876,161 15% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,756,430 16% |
| % High Net Worth | 88.89% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Insurance companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds