Adviser Profile
| As of Date | 03/27/2026 |
| Registration | New York, Approved, 08/27/2025 |
|
|
|
| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 5,479,260 25% |
| of that, discretionary | 5,479,260 25% |
| Number of Employees | 2 -60% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 176,750 29% |
| % High Net Worth | 9.52% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
1
1
1
1
Private Funds
No private funds