| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/21/2025 |
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| ADV Location | TOLEDO, OH, United States |
| Contact Info | 419 xxxxxxx |
| AUM* | 3,787,103,316 |
| of that, discretionary | 3,787,103,316 |
| Number of Employees | 40 67% |
| of those in investment advisory functions | 18 50% |
| Private Fund GAV* | 2,175,663,550 172% |
| Avg Account Size | 473,387,915 |
| SMA’s | No |
| Private Funds | 8 8 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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