Adviser Profile
| As of Date | 08/13/2026 |
| Registration | SEC, Approved, 08/16/2024 |
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| Former registrations | |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 268,553,342 10% |
| of that, discretionary | 268,553,342 10% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 268,553,342 338% |
| SMA’s | No |
| Private Funds | 0 4 |
Adviser Type
- Large advisory firm
- An investment adviser to a company which has elected to be a business development company
- An investment adviser to a company which has elected to be a business development company
Client Types
- Business development companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
269M
230M
192M
153M
115M
77M
38M
2024
2025
2026