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Adviser Profile

As of Date 04/24/2026
Registration SEC, Approved, 01/29/2016
ADV Location GARDEN CITY, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 927,924,194 7%
of that, discretionary 927,924,194 7%
Number of Employees 9
of those in investment advisory functions 6 20%
Private Fund GAV* 0
Avg Account Size 5,242,510 6%
% High Net Worth 22.73% 44%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 956M 765M 573M 382M 191M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary