Adviser Profile
| As of Date | 04/10/2026 |
| Registration | New York, Approved, 01/10/2025 |
|
|
|
| Former registrations | |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 24,900,007 54% |
| of that, discretionary | 24,900,007 54% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 922,222 94% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds