| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 04/17/2025 |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 940,840,000 504% |
| of that, discretionary | 940,840,000 504% |
| Number of Employees | 79 4% |
| of those in investment advisory functions | 69 1% |
| Private Fund GAV* | 940,839,856 504% |
| Avg Account Size | 313,613,333 504% |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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