Adviser Profile

As of Date 06/23/2026
Registration SEC, Approved, 03/10/2025
Contact Info 310 xxxxxxx
Websites
AUM* 19,142,012
of that, discretionary 19,142,012
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 19,142,012
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

19M 16M 14M 11M 8M 5M 3M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees