Adviser Profile

As of Date 06/26/2026
Registration SEC, Approved, 11/30/2022
Other registrations (1)
ADV Location SALT LAKE CITY, UT, United States
Contact Info (38 xxxxxxx
Websites
AUM* 179,156,547 -27%
of that, discretionary 53,327,732 70%
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 53,327,732 -1%
Avg Account Size 44,789,137 -46%
SMA’s No
Private Funds 3 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

216M 185M 154M 123M 92M 62M 31M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary