Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 04/14/2017
Other registrations (5)
ADV Location PRINCETON, NJ, United States
Contact Info 609 xxxxxxx
AUM* 420,913,533 28%
of that, discretionary 420,913,533 28%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,436,565 22%
% High Net Worth 50.53% 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

421M 361M 301M 241M 180M 120M 60M
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