Adviser Profile

As of Date 07/27/2026
Registration SEC, Approved, 09/28/2020
Contact Info 305 xxxxxxx
AUM* 63,296,659 -38%
of that, discretionary 63,296,659 -38%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 3,331,403 -6%
% High Net Worth 100.00% 100%
SMA’s Yes
Private Funds 0 1

Adviser Type

- No longer eligible

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

104M 89M 74M 59M 44M 30M 15M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary