Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 07/10/2024
Contact Info 239 xxxxxxx
Websites
AUM* 117,429,091 11%
of that, discretionary 117,429,091 11%
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 117,429,091 12%
Avg Account Size 58,714,546 11%
SMA’s No
Private Funds 2

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

117M 101M 84M 67M 50M 34M 17M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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