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Adviser Profile
| As of Date | 08/12/2026 |
| Registration | SEC, Approved, 07/26/2024 |
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| Former registrations | |
| ADV Location | HUNT VALLEY, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 256,948,420 14% |
| of that, discretionary | 256,948,420 14% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 256,948,420 12% |
| Avg Account Size | 14,274,912 2% |
| SMA’s | No |
| Private Funds | 23 7 |
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
Reported AUM
257M
220M
184M
147M
110M
73M
37M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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