Adviser Profile
| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 10/11/2024 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 609 xxxxxxx |
| Websites |
| AUM* | 57,440,113 122% |
| of that, discretionary | 57,440,113 122% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 11,604,208 |
| Avg Account Size | 1,083,776 113% |
| % High Net Worth | 87.10% -3% |
| SMA’s | No |
| Private Funds | 3 |
Adviser Type
- Mid-sized advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
57M
49M
41M
33M
25M
16M
8M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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