| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 03/12/2012 |
| ADV Location | WHITE PLAINS, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 289,165,267 -35% |
| of that, discretionary | 289,165,267 -35% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 96,388,422 9% |
| % High Net Worth | 33.33% 67% |
| SMA’s | Yes |
| Private Funds | 0 1 |
Number of Employees 10 -29%
of those in investment advisory functions 6 -25%
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees