| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 01/05/2024 |
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| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 305,731,458 573% |
| of that, discretionary | 305,731,458 573% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 152,865,729 573% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds