BLACKCROWN

Advisory Business

Type of Organization	Other (specify)
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	1
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningOUTSOURCED FINANCIAL PLANNING SERVICES, SALESFORCE FINANCIAL SERVICES CLOUD INTEGRATIONS WITH CUSTODIANS & PORTFOLIO SYSTEMS
Compensation	% of AUMHourly chargesSubscription feesFixed fees
Other Business Activities	SALESFORCE FINANCIAL DATA PROCESSING

Identifiers

SEC RIA File Number	801-113929
SEC ERA File Number	801-113929
SEC CIK Numbers	None
SEC CRD Numbers	298140
Legal Entity Identifier	None

Principal Office

22 ST. ANDREWS CT
OLD WESTBURY
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic