Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 11/17/2020
ADV Location SIOUX FALLS, SD, United States
Contact Info 610 xxxxxxx
Websites
AUM* 10,124,009 73%
of that, discretionary 10,124,009 79%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 10,124,009 79%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

10M 9M 7M 6M 4M 3M 1M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees