Adviser Profile

As of Date 04/02/2025
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 31,663,442 -3%
of that, discretionary 31,663,442 -3%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,666,497 -8%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

44M 38M 31M 25M 19M 13M 6M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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