Adviser Profile

As of Date 01/24/2026
Registration SEC, Approved, 05/08/2015
Other registrations (4)
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 90,413,084 16%
of that, discretionary 85,429,124 15%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 636,712 9%
% High Net Worth 43.48% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

85M 73M 61M 49M 37M 24M 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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