| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 10/31/2024 |
| ADV Location | ALBUQUERQUE, NM, United States |
| Contact Info | 505 xxxxxxx |
| Websites |
| AUM* | 353,396,959 36% |
| of that, discretionary | 353,396,959 36% |
| Number of Employees | 27 -4% |
| of those in investment advisory functions | 15 7% |
| Private Fund GAV* | 321,067,303 19% |
| Avg Account Size | 16,828,427 -29% |
| SMA’s | No |
| Private Funds | 21 10 |
- 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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