Adviser Profile

As of Date 07/22/2026
Registration SEC, Approved, 01/12/2018
Contact Info 1 ( xxxxxxx
Websites
AUM* 13,622,019 29891%
of that, discretionary 13,622,019 29891%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 454,067 900%
% High Net Worth 83.33% 100%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

10M 9M 7M 6M 4M 3M 1M
2017 2018 2019 2020 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary