| As of Date | 05/08/2026 |
| Registration | SEC, Approved, 07/19/2024 |
| ADV Location | LEHI, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 619,188,611 18% |
| of that, discretionary | 619,188,611 18% |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 527,222,258 1% |
| Avg Account Size | 103,198,102 78% |
| SMA’s | No |
| Private Funds | 6 5 |
- 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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