Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 01/17/2023
Other registrations (1)
ADV Location LAS VEGAS, NV, United States
Contact Info 310 xxxxxxx
AUM* 11,978,398 52%
of that, discretionary 11,978,398 52%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 11,978,398 52%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

12M 10M 9M 7M 5M 3M 2M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees