| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 07/22/2024 |
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| ADV Location | INCLINE VILLAGE, NV, United States |
| Contact Info | 775 xxxxxxx |
| Websites |
| AUM* | 292,445,448 -14% |
| of that, discretionary | 292,445,448 -14% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 293,805,448 -14% |
| Avg Account Size | 58,489,090 -48% |
| SMA’s | No |
| Private Funds | 7 4 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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