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Adviser Profile

As of Date 03/31/2025
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
Registration New York, Approved, 09/01/2021
AUM* 0
of that, discretionary 0
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info 516 xxxxxxx

Client Types

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
Discretionary
Non-discretionary

Private Funds

No private funds

Employees