Adviser Profile
| As of Date | 01/07/2026 |
| Registration | SEC, Approved, 06/11/2024 |
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| Former registrations | |
| ADV Location | NEWTOWN, PA, United States |
| Contact Info | 908 xxxxxxx |
| Websites |
| AUM* | 17,000,000 1033% |
| of that, discretionary | 0 -100% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,545,455 209% |
| 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
Private Funds
No private funds