Adviser Profile

As of Date 07/06/2026
Registration SEC, Approved, 01/07/2010
ADV Location NEW YORK, NY, United States
Contact Info 347 xxxxxxx
Websites
AUM* 135,960,000 21%
of that, discretionary 135,960,000 21%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,416,250 36%
% High Net Worth 81.25% -7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

123M 105M 88M 70M 53M 35M 18M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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