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Adviser Profile

Registration status Terminated
As of Date 01/09/2025
Adviser Type - Large advisory firm
Number of Employees 12
of those in investment advisory functions 9
AUM* 127,060,047
of that, discretionary 127,060,047
Private Fund GAV* 0 -100.00%
Avg Account Size 25,412,009
SMA’s No
Private Funds 0
Contact Info 402 xxxxxxx
Websites

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

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Brochure Summary