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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 10/01/2021
Other registrations (2)
ADV Location NEW YORK, NY, United States
Contact Info 855 xxxxxxx
Websites
AUM* 105,235,705 46%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,209,606 85%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

105M 90M 75M 60M 45M 30M 15M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary