Adviser Profile

As of Date 02/06/2026
Registration SEC, Approved, 12/13/2021
Other registrations (1)
Contact Info (64 xxxxxxx
Websites
AUM* 60,894,570 7%
of that, discretionary 60,894,570 7%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 60,894,570 7%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

61M 52M 43M 35M 26M 17M 9M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary