Overview

Assets Under Management: $10.9 billion
Headquarters: PURCHASE, NY
High-Net-Worth Clients: 102
Average Client Assets: $78 million

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.98
Average High-Net-Worth Client Assets: $78 million
Total Client Accounts: 234
Discretionary Accounts: 234

Regulatory Filings

CRD Number: 104729
Last Filing Date: 2025-01-03 00:00:00