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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 01/10/2025
Contact Info 317 xxxxxxx
Websites
AUM* 42,464,816
of that, discretionary 42,464,816 100%
Number of Employees 5 150%
of those in investment advisory functions 5 150%
Private Fund GAV* 42,464,816
Avg Account Size 10,616,204
SMA’s No
Private Funds 4 4

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

42M 36M 30M 24M 18M 12M 6M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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