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Adviser Profile
| As of Date | 05/04/2026 |
| Registration | SEC, Approved, 07/26/2024 |
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| Former registrations | |
| ADV Location | SOUTHFIELD, MI, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 159,800,000 -4% |
| of that, discretionary | 159,800,000 -4% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 144,300,000 -22% |
| Avg Account Size | 79,900,000 -4% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
293M
251M
209M
167M
125M
84M
42M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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