Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/01/2025 |
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| Former registrations | |
| Contact Info | 312 xxxxxxx |
| AUM* | 189,741,106 21% |
| of that, discretionary | 189,741,106 21% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 189,741,106 21% |
| Avg Account Size | 189,741,106 21% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
190M
163M
136M
108M
81M
54M
27M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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