Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 04/01/2016
Other registrations (1)
ADV Location FAIRFIELD, NJ, United States
Contact Info 732 xxxxxxx
Websites
AUM* 231,981,091 74%
of that, discretionary 14,061,459 100%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 4,461,175 58%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

Compensation Arrangments

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

Reported AUM

218M 187M 156M 125M 93M 62M 31M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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