Adviser Profile

As of Date 04/23/2026
Registration SEC, Approved, 10/18/2024
Other registrations (1)
Contact Info 1-6 xxxxxxx
Websites
AUM* 10,006,893
of that, discretionary 10,006,893 100%
Number of Employees 5 25%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 769,761
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

10M 9M 7M 6M 4M 3M 1M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees