| As of Date | 07/31/2026 |
| Registration | SEC, Approved, 03/07/2025 |
| ADV Location | ST. LOUIS, MO, United States |
| Contact Info | 314 xxxxxxx |
| Websites |
| AUM* | 330,386,772 -1% |
| of that, discretionary | 330,386,772 -1% |
| Number of Employees | 31 11% |
| of those in investment advisory functions | 11 -8% |
| Private Fund GAV* | 464,686,771 39% |
| Avg Account Size | 82,596,693 -51% |
| SMA’s | No |
| Private Funds | 4 |
- 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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