Adviser Profile

As of Date 03/03/2026
Registration SEC, Approved, 03/29/2023
Other registrations (1)
Contact Info 708 xxxxxxx
Websites
AUM* 291,516,279 286%
of that, discretionary 291,516,279 286%
Number of Employees 4 33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 97,172,093 157%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- State or municipal government entities
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

292M 250M 208M 167M 125M 83M 42M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary