| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 04/08/2024 |
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| Former registrations | |
| ADV Location | CHARLOTTESVILLE, VA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 505,422,313 83% |
| of that, discretionary | 505,422,313 83% |
| Number of Employees | 15 15% |
| of those in investment advisory functions | 3 -40% |
| Private Fund GAV* | 513,044,520 66% |
| Avg Account Size | 56,158,035 103% |
| % High Net Worth | 11.11% -44% |
| SMA’s | No |
| Private Funds | 11 3 |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
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