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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 1 -50.00%
of those in investment advisory functions 1 -50.00%
Registration Michigan, Terminated, 08/02/2022
Other registrations (1)
AUM* 181,400,733 11.30%
of that, discretionary 181,400,733 11.30%
Private Fund GAV* 6,385,000
Avg Account Size 2,667,658 21.12%
% High Net Worth 52.38%
SMA’s No
Private Funds 1
Contact Info (85 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
163M 140M 116M 93M 70M 47M 23M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$6,385,000

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