Adviser Profile
| As of Date | 09/20/2024 |
| Registration | New York, Approved, 10/01/2024 |
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| Former registrations | |
| Contact Info | 646 xxxxxxx |
| AUM* | 12,997,815 |
| of that, discretionary | 12,997,815 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,166,303 |
| % High Net Worth | 71.43% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Pension and profit sharing plans
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