Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 06/18/2024 |
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| Former registrations | |
| ADV Location | MT. PLEASANT, SC, United States |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 227,650,975 68% |
| of that, discretionary | 227,650,975 68% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 227,650,975 48% |
| Avg Account Size | 227,650,975 68% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
228M
195M
163M
130M
98M
65M
33M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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