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Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 02/01/2008
ADV Location NEW YORK, NY, United States
Contact Info (21 xxxxxxx
Websites
AUM* 241,914,564 0%
of that, discretionary 195,637,939 17%
Number of Employees 6
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 10,518,025 22%
% High Net Worth 23.53% -18%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- State or municipal government entities
- Insurance companies
- 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
- Fixed fees (other than subscription fees)

Reported AUM

405M 347M 289M 232M 174M 116M 58M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary