Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 07/17/2024
Other registrations (1)
Contact Info (34 xxxxxxx
Websites
AUM* 17,150,634
of that, discretionary 17,150,634 100%
Number of Employees 8 -20%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 17,150,634
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

17M 15M 12M 10M 7M 5M 2M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees