| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/11/2016 |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 22 10%
of those in investment advisory functions 22 29%
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees