| As of Date | 05/06/2025 |
| Registration | SEC, Approved, 01/29/2016 |
| ADV Location | GARDEN CITY, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 871,156,559 -10% |
| of that, discretionary | 871,156,559 -10% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 4,949,753 -22% |
| % High Net Worth | 15.79% 58% |
| SMA’s | Yes |
| Private Funds | 0 1 |
Number of Employees 9 -18%
of those in investment advisory functions 5 -29%
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees