Adviser Profile
| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 07/17/2024 |
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| Former registrations | |
| ADV Location | PARK CITY, UT, United States |
| Contact Info | 435 xxxxxxx |
| Websites |
| AUM* | 551,147,001 93% |
| of that, discretionary | 551,147,001 93% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 551,147,001 93% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
551M
472M
394M
315M
236M
157M
79M
2024
2025
2026
Private Funds
No private funds