Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 01/09/2017
ADV Location RENO, NV, United States
Contact Info 775 xxxxxxx
Websites
AUM* 51,944,991 15%
of that, discretionary 51,944,991 15%
Number of Employees 5 67%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 51,944,991 15%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

89M 76M 64M 51M 38M 25M 13M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary