Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/31/2025 |
Adviser Type - Large advisory firm | |
Number of Employees | 5 |
of those in investment advisory functions | 5 |
Registration | SEC, Approved, 07/23/2021 |
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Former registrations |
AUM* | 712,057,043 -27.97% |
of that, discretionary | 712,057,043 -27.97% |
Private Fund GAV* | 0 -100.00% |
Avg Account Size | 356,028,522 -27.97% |
SMA’s | No |
Private Funds | 0 1 |
Contact Info | 917 xxxxxxx |
Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees