Adviser Profile

As of Date 02/10/2026
Registration SEC, Approved, 10/08/2009
ADV Location WILLIAMSVILLIE, NY, United States
Contact Info 716 xxxxxxx
Websites
AUM* 41,187,829 22%
of that, discretionary 41,187,829 22%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 41,187,829 22%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

83M 71M 59M 48M 36M 24M 12M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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