Adviser Profile
| As of Date | 10/23/2026 |
| Registration | New York, Approved, 04/09/2025 |
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| Former registrations | |
| ADV Location | NEWPORT, RI, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 69,477,084 91% |
| of that, discretionary | 69,477,084 91% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,138,969 57% |
| % High Net Worth | 75.00% -14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds