Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 10/23/2015
ADV Location PURCHASE, NY, United States
Contact Info (91 xxxxxxx
Websites
AUM* 955,182,942 0%
of that, discretionary 955,182,942 0%
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 56,187,232 29%
% High Net Worth 41.18% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- State or municipal government entities

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

Reported AUM

957M 820M 684M 547M 410M 273M 137M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary