Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/29/2024 |
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| Former registrations | |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 475,414,458 12% |
| of that, discretionary | 475,414,458 12% |
| Number of Employees | 18 6% |
| of those in investment advisory functions | 15 7% |
| Private Fund GAV* | 474,363,961 12% |
| Avg Account Size | 25,021,814 -6% |
| SMA’s | No |
| Private Funds | 20 4 |
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
475M
407M
340M
272M
204M
136M
68M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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