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Adviser Profile

As of Date 03/31/2025
Adviser Type - Related adviser
Number of Employees 7
of those in investment advisory functions
Registration SEC, Approved, 05/29/2019

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
1 1 1 1
2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary