| As of Date | 05/21/2026 |
| Registration | SEC, Approved, 07/26/2024 |
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| Former registrations | |
| ADV Location | ARLINGTON, VA, United States |
| Contact Info | 703 xxxxxxx |
| AUM* | 284,262,453 64% |
| of that, discretionary | 284,262,453 64% |
| Number of Employees | 30 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 284,262,453 1% |
| Avg Account Size | 94,754,151 64% |
| SMA’s | No |
| Private Funds | 5 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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