Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 03/18/2022
Contact Info 212 xxxxxxx
AUM* 180,088,308 22%
of that, discretionary 180,088,308 22%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 15,007,359 144%
% 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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

180M 154M 129M 103M 77M 51M 26M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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