Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
Registration status | Terminated |
As of Date | 05/02/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 2 |
of those in investment advisory functions | 1 |
AUM* | 141,264,977 16.28% |
of that, discretionary | 9,718,791 12.76% |
Private Fund GAV* | 0 |
Avg Account Size | 20,180,711 -16.94% |
SMA’s | Yes |
Private Funds | 0 2 |
Contact Info | 203 xxxxxxx |
Websites |
- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees