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Adviser Profile

Registration status Terminated
As of Date 01/02/2025
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
AUM* 3,000,000
of that, discretionary 3,000,000
Private Fund GAV* 0
Avg Account Size 142,857
SMA’s No
Private Funds 0
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees