| As of Date | 04/03/2026 |
| Registration | SEC, Approved, 01/18/2024 |
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| Former registrations | |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 229,725,346 96% |
| of that, discretionary | 229,725,346 96% |
| Number of Employees | 8 -33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 105,724,346 44% |
| Avg Account Size | 38,287,558 -35% |
| % High Net Worth | 25.00% -50% |
| SMA’s | No |
| Private Funds | 1 |
- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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