Adviser Profile
| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 08/05/2016 |
| ADV Location | BRENTWOOD, TN, United States |
| Contact Info | 615 xxxxxxx |
| AUM* | 247,549,900 105% |
| of that, discretionary | 247,549,900 105% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 247,549,900 310% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- Performance-based fees
Reported AUM
658M
564M
470M
376M
282M
188M
94M
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds