Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 04/26/2018
ADV Location ATLANTA, GA, United States
Contact Info 404 xxxxxxx
Websites
AUM* 2,749,778,000 19%
of that, discretionary 2,749,778,000 19%
Number of Employees 5
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,749,778,000 19%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 3B 2B 2B 1B 842M 421M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary