| AUM* | 284,281,884 18% |
| of that, discretionary | 284,281,884 18% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 284,281,884 18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
No private funds