Adviser Profile

As of Date 03/08/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 917 xxxxxxx
AUM* 100,000,000
of that, discretionary 100,000,000
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 100,000,000
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than 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

100M 86M 71M 57M 43M 29M 14M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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