Adviser Profile
| As of Date | 06/24/2026 |
| Registration | SEC, Approved, 06/25/2024 |
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| Former registrations | |
| ADV Location | WILSON, WY, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 155,882,267 34% |
| of that, discretionary | 143,194,323 28% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 739,752 |
| Avg Account Size | 861,228 -73% |
| % High Net Worth | 63.04% 1% |
| SMA’s | No |
| Private Funds | 1 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
143M
123M
102M
82M
61M
41M
20M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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