| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/31/2025 |
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| ADV Location | ISLE OF PALMS, SC, United States |
| Contact Info | (51 xxxxxxx |
| Websites |
| AUM* | 4,554,486 |
| of that, discretionary | 4,554,486 100% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 4,554,486 |
| SMA’s | No |
| Private Funds | 0 1 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management