| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 08/12/2024 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 99,422,046 -44% |
| of that, discretionary | 99,422,046 -44% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 99,422,046 13% |
| SMA’s | No |
| Private Funds | 0 1 |
Number of Employees 8 -11%
of those in investment advisory functions 6 20%
- Investment companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees