| As of Date | 06/04/2026 |
| Registration | SEC, Approved, 07/16/2021 |
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| Contact Info | (41 xxxxxxx |
| Websites |
| AUM* | 148,032,651 19% |
| of that, discretionary | 148,032,651 19% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,358,098 49% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds