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Adviser Profile

As of Date 03/11/2025
Adviser Type - An investment adviser (or subadviser) to an investment company
Number of Employees 3 -25.00%
of those in investment advisory functions 2
Registration SEC, Approved, 03/05/2020
AUM* 128,752,081 -14.02%
of that, discretionary 128,752,081 100.00%
Private Fund GAV* 0
Avg Account Size 128,752,081 157.94%
SMA’s No
Private Funds 0
Contact Info 215 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

355M 304M 254M 203M 152M 101M 51M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees