Adviser Profile

As of Date 06/08/2026
Registration SEC, Approved, 08/16/2024
Other registrations (1)
Contact Info 310 xxxxxxx
Websites
AUM* 16,110,667 13%
of that, discretionary 16,110,667 13%
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 16,110,667 13%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

16M 14M 12M 9M 7M 5M 2M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees