Adviser Profile
| As of Date | 07/14/2026 |
| Registration | SEC, Approved, 08/08/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | (42 xxxxxxx |
| Websites |
| AUM* | 32,102,083 |
| of that, discretionary | 32,102,083 |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,070,069 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
32M
28M
23M
18M
14M
9M
5M
2025
2026
Private Funds
No private funds