Adviser Profile
| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 03/19/2026 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 26,883,512 |
| of that, discretionary | 26,883,512 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,961,171 |
| % High Net Worth | 4.76% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Mid-sized advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
- Other
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
27M
23M
19M
15M
12M
8M
4M
2026
Private Funds
Employees
Private Funds Structure
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