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Adviser Profile

As of Date 09/23/2026
Registration SEC, Approved, 01/05/2024
Other registrations (2)
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

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

306M 262M 218M 175M 131M 87M 44M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees