| As of Date | 07/08/2026 |
| Registration | SEC, Approved, 03/20/2025 |
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| Contact Info | 720 xxxxxxx |
| AUM* | 1,144,116,507 |
| of that, discretionary | 0 |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 381,372,169 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds