| As of Date | 05/06/2026 |
| Registration | SEC, Approved, 12/06/2017 |
| ADV Location | BRYN MAWR, PA, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 124,775,256 147% |
| of that, discretionary | 124,775,256 147% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 124,775,256 147% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds