| As of Date | 07/06/2026 |
| Registration | SEC, Approved, 11/06/2024 |
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| ADV Location | ASPEN, CO, United States |
| Contact Info | 970 xxxxxxx |
| Websites |
| AUM* | 239,470,567 12% |
| of that, discretionary | 239,470,567 12% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 247,615,567 11% |
| Avg Account Size | 17,105,041 -4% |
| SMA’s | No |
| Private Funds | 18 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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