| As of Date | 05/03/2024 |
| Registration status | Terminated |
| ADV Location | SAG HARBOR, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 211,318,489 -8% |
| of that, discretionary | 211,318,489 -8% |
| Private Fund GAV* | 0 |
| Avg Account Size | 70,439,496 -8% |
| SMA’s | No |
| Private Funds | 0 1 |
Number of Employees 5 -17%
of those in investment advisory functions 4
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees