Adviser Profile

As of Date 03/13/2026
Registration SEC, Approved, 02/08/2007
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 45,000,000 -11%
of that, discretionary 45,000,000 -11%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 3,000,000 48%
% High Net Worth 100.00% 105%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized 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
- Fixed fees (other than subscription fees)

Reported AUM

62M 53M 44M 36M 27M 18M 9M
2016 2017 2018 2019 2020 2021 2022 2023 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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