| As of Date | 07/31/2026 |
| Registration | SEC, Approved, 02/23/2024 |
| ADV Location | GREENSBORO, NC, United States |
| Contact Info | 336 xxxxxxx |
| Websites |
| AUM* | 6,115,793,351 17% |
| of that, discretionary | 4,141,822,534 29% |
| Number of Employees | 69 1% |
| of those in investment advisory functions | 69 1% |
| Private Fund GAV* | 5,759,392,308 -10% |
| Avg Account Size | 203,859,778 5% |
| SMA’s | No |
| Private Funds | 31 7 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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