| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 03/07/2025 |
|
|
|
| ADV Location | WAYZATA, MN, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 1,189,319,275 |
| of that, discretionary | 0 |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,189,319,275 |
| SMA’s | No |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds