Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 02/12/2024
Contact Info (58 xxxxxxx
Websites
AUM* 188,338,526 255%
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,545,115 49%
% High Net Worth < 0.01% -100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

188M 161M 135M 108M 81M 54M 27M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees