Adviser Profile

As of Date 03/04/2026
Registration SEC, Approved, 09/11/2024
ADV Location ATLANTA, GA, United States
Contact Info 404 xxxxxxx
Websites
AUM* 53,523,436
of that, discretionary 53,523,436
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 53,523,436
SMA’s No
Private Funds 1 1

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

54M 46M 38M 31M 23M 15M 8M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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