| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 06/14/2024 |
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| ADV Location | WEST CHESTER, PA, United States |
| Contact Info | 610 xxxxxxx |
| AUM* | 16,274,339,420 68% |
| of that, discretionary | 16,274,339,420 68% |
| Number of Employees | 12 20% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 774,968,544 -60% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds