Adviser Profile

As of Date 04/30/2026
Registration SEC, Approved, 12/13/2021
ADV Location NEW YORK, NY, United States
Contact Info 929 xxxxxxx
Websites
AUM* 26,624,418 33%
of that, discretionary 26,624,418 33%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 4,523 -43%
% High Net Worth 2.56% 100%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

27M 23M 19M 15M 11M 8M 4M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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