Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 04/12/2017
Contact Info 917 xxxxxxx
Websites
AUM* 284,281,884 18%
of that, discretionary 284,281,884 18%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 284,281,884 18%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

284M 244M 203M 162M 122M 81M 41M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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