| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 11/01/2024 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 412,242,358 53% |
| of that, discretionary | 64,851,941 100% |
| Number of Employees | 8 33% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 301,520,713 19% |
| Avg Account Size | 31,710,951 64% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | No |
| Private Funds | 5 2 |
- Investment companies
- Pooled investment vehicles
- Other investment advisers
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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