Adviser Profile

As of Date 04/27/2026
Registration SEC, Approved, 05/19/2023
Other registrations (1)
ADV Location ATLANTA, GA, United States
Contact Info 844 xxxxxxx
Websites
AUM* 109,009,836 1%
of that, discretionary 109,009,836 1%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 109,009,836 1%
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

112M 96M 80M 64M 48M 32M 16M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees