other
Stripe
NEW YORK, NY
CRD: 157553
In PWD coverage since August 16, 2026 · 3 stories
$8.1BRegulatory AUMSEC Form ADV · Aug 21
51EmployeesForm ADV
Regulatory AUM · Aug 15 – Aug 21
PWD coverage
portfolio
Box Spreads Turn Borrowing Into an Options Trade
The strategy gives wealthy clients liquidity without a tax event, but its edge over a bank depends on options pricing.