| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 03/06/2024 |
|
|
|
| Contact Info | (86 xxxxxxx |
| Websites |
| AUM* | 179,000,000 -33% |
| of that, discretionary | 179,000,000 -33% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 31,200,000 10% |
| Avg Account Size | 29,833,333 -33% |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |