| As of Date | 04/22/2025 |
| Registration | SEC, Approved, 04/02/2012 |
| Contact Info | 908 xxxxxxx |
| AUM* | 299,856,918 23% |
| of that, discretionary | 299,856,918 23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 149,928,459 23% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 1
of those in investment advisory functions 1
- Corporations or other businesses not listed above
- Portfolio management for businesses
- Fixed fees (other than subscription fees)
No private funds