Overview

Headquarters
New York, NY
Total Firm Assets
$65 million
Average High-Net-Worth Client Portfolio Size
$2.0 million

Fee Disclosure

Source: FORM ADV PART 2 - SPACEMINT (2026-08-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000 0.00%
$5,001 and above 1.14%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,343 1.13%
$5 million $56,943 1.14%
$10 million $113,943 1.14%
$50 million $569,943 1.14%
$100 million $1,139,943 1.14%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
77.88%
Number of High-Net-Worth Clients
25
Total Client Accounts
58
Discretionary Accounts
58

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
315568

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions