| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 03/18/2025 |
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| ADV Location | INDIANAPOLIS, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 122,310,488 |
| of that, discretionary | 122,263,863 100% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 22,000,000 |
| Avg Account Size | 2,184,116 |
| % High Net Worth | 46.43% |
| SMA’s | No |
| Private Funds | 1 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |