| AUM* | 450,000,000 14% |
| of that, discretionary | 50,000,000 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,000,000 -93% |
| SMA’s | No |
| Private Funds | 0 |
- Other investment advisers
- Publication of periodicals or newsletters
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
No private funds