Adviser Profile

As of Date 07/31/2025
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 57,045,351 -48%
of that, discretionary 56,361,566 -48%
Number of Employees 2 -33%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 792,297 -39%
SMA’s No
Private Funds 0 1

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Charitable organizations
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

133M 114M 95M 76M 57M 38M 19M
2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary