| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/29/2024 |
| ADV Location | BIRMINGHAM, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 310,752,652 91% |
| of that, discretionary | 310,752,652 91% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 9 13% |
| Private Fund GAV* | 133,485,296 57% |
| Avg Account Size | 51,792,109 -36% |
| SMA’s | No |
| Private Funds | 6 4 |
- Pooled investment vehicles
- 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) }} |