Adviser Profile
| As of Date | 06/04/2026 |
| Registration | SEC, Approved, 05/29/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | + 1 xxxxxxx |
| Websites |
| AUM* | 138,321,970 84% |
| of that, discretionary | 135,682,435 81% |
| Number of Employees | 13 8% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 215,120 45% |
| % High Net Worth | 9.20% 111% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
136M
116M
97M
78M
58M
39M
19M
2025
2026
Private Funds
No private funds