Adviser Profile
| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 07/26/2024 |
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| Former registrations | |
| Contact Info | 612 xxxxxxx |
| AUM* | 232,302,941 13% |
| of that, discretionary | 232,302,941 13% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 232,302,941 20% |
| Avg Account Size | 232,302,941 13% |
| SMA’s | No |
| Private Funds | 1 |
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
232M
199M
166M
133M
100M
66M
33M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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