Adviser Profile

As of Date 12/13/2023
Registration status Terminated
ADV Location OMAHA, NE, United States
Contact Info 402 xxxxxxx
Websites
AUM* 422,714,678 16%
of that, discretionary 422,714,678 16%
Number of Employees 8 33%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 140,904,893 16%
SMA’s No
Private Funds 0 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

423M 362M 302M 242M 181M 121M 60M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary