| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 08/23/2024 |
| ADV Location | MINNEAPOLIS, MN, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 27,000,000 |
| of that, discretionary | 27,000,000 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 5,300,000 |
| Avg Account Size | 13,500,000 |
| SMA’s | No |
| Private Funds | 1 1 |
- Investment companies
- Pooled investment vehicles
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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