Adviser Profile

As of Date 02/18/2026
Registration SEC, Approved, 04/04/2013
Other registrations (2)
ADV Location MILLBROOK, NY, United States
Contact Info 845 xxxxxxx
Websites
AUM* 86,722,929 25%
of that, discretionary 86,722,929 25%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 4,336,146 25%
% High Net Worth 95.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

87M 74M 62M 50M 37M 25M 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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