Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 06/13/2022
ADV Location NEW YORK, NY, United States
Contact Info (85 xxxxxxx
Websites
AUM* 1,892,904,589 577%
of that, discretionary 1,892,904,589 577%
Number of Employees 4 100%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,755,941 -63%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 1B 1B 811M 541M 270M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary