| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 07/29/2024 |
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| Contact Info | (41 xxxxxxx |
| AUM* | 134,858,476 18% |
| of that, discretionary | 134,858,476 18% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,186,864 -4% |
| % High Net Worth | 66.67% -33% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds