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Adviser Profile

As of Date 05/20/2026
Registration SEC, Approved, 10/02/2015
Contact Info 305 xxxxxxx
Websites
AUM* 326,440,857 144%
of that, discretionary 326,440,857 144%
Number of Employees 2 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 326,440,857 144%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

206M 177M 147M 118M 88M 59M 29M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees