Adviser Profile
| As of Date | 02/13/2026 |
| Registration | SEC, Approved, 11/27/2024 |
|
|
|
| Former registrations | |
| ADV Location | NEW CITY, NY, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 53,500,000 26% |
| of that, discretionary | 53,500,000 26% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 938,596 -71% |
| % High Net Worth | 44.44% -36% |
| 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
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
54M
46M
38M
31M
23M
15M
8M
2024
2025
2026
Private Funds
No private funds