Adviser Profile
| As of Date | 08/21/2026 |
| Registration | SEC, Approved, 09/05/2024 |
|
|
|
| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 908 xxxxxxx |
| Websites |
| AUM* | 64,543,171 14% |
| of that, discretionary | 64,543,171 14% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,112,813 227% |
| % High Net Worth | 43.10% 139% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
65M
55M
46M
37M
28M
18M
9M
2024
2025
2026
Private Funds
No private funds