| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 03/11/2022 |
| ADV Location | BURLINGTON, VT, United States |
| Contact Info | 802 xxxxxxx |
| Websites |
| AUM* | 277,436,623 125% |
| of that, discretionary | 277,436,623 125% |
| Number of Employees | 12 9% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 21,341,279 -31% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds