Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
Registration status | Terminated |
As of Date | 08/12/2019 |
Adviser Type - Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days | |
Number of Employees | 9 |
of those in investment advisory functions | 5 |
AUM* | 48,600,000 |
of that, discretionary | 48,600,000 |
Private Fund GAV* | 0 |
Avg Account Size | 24,300,000 |
SMA’s | No |
Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds