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Adviser Profile

Registration status Terminated
As of Date 10/11/2024
Adviser Type - Related adviser
Number of Employees 1
of those in investment advisory functions 1
AUM* 6,795,000
of that, discretionary 6,795,000
Private Fund GAV* 0 -100.00%
Avg Account Size 755,000
% High Net Worth 88.89%
SMA’s Yes
Private Funds 0 1
Contact Info 410 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
165M 141M 118M 94M 71M 47M 24M
2018 2019 2020 2021

Private Funds



Employees