| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 12/05/2024 |
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| ADV Location | WASHINGTON, DC, United States |
| Contact Info | 202 xxxxxxx |
| Websites |
| AUM* | 336,854,335 |
| of that, discretionary | 336,854,335 |
| Number of Employees | 8 33% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 336,854,335 82% |
| Avg Account Size | 168,427,168 |
| SMA’s | No |
| Private Funds | 2 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |