| As of Date | 01/14/2026 |
| Registration | SEC, Approved, 01/15/2021 |
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| Contact Info | (51 xxxxxxx |
| Websites |
| AUM* | 3,328,218 139% |
| of that, discretionary | 3,328,218 139% |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 30,534 266% |
| % High Net Worth | 3.67% -23% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds