| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 07/22/2022 |
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| Contact Info | 408 xxxxxxx |
| Websites |
| AUM* | 271,876,350 39% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,437,527 22% |
| SMA’s | No |
| Private Funds | 0 |
- Pension and profit sharing plans
- Pension consulting services
- Fixed fees (other than subscription fees)
No private funds