| As of Date | 03/08/2026 |
| Registration status | Terminated |
| Contact Info | 540 xxxxxxx |
| AUM* | 334,412,915 14% |
| of that, discretionary | 334,412,915 14% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,038,187 245% |
| % High Net Worth | 54.90% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds