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Adviser Profile
| As of Date | 09/18/2026 |
| Registration | SEC, Approved, 09/25/2025 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 46,860,690 12% |
| of that, discretionary | 18,513,340 20% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 619,426 -17% |
| Avg Account Size | 503,878 16% |
| % High Net Worth | 43.33% -33% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
28M
24M
20M
16M
12M
8M
4M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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