| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/22/2024 |
|
|
|
| ADV Location | PHOENIX, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 157,598,083 163% |
| of that, discretionary | 157,598,083 163% |
| Number of Employees | 106 45% |
| of those in investment advisory functions | 66 40% |
| Private Fund GAV* | 30,868,325 -59% |
| Avg Account Size | 78,799,042 31% |
| SMA’s | No |
| Private Funds | 2 1 |
- Business development companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |