Adviser Profile

As of Date 06/18/2026
Registration SEC, Approved, 05/02/2025
Other registrations (1)
Contact Info 773 xxxxxxx
AUM* 13,445,518
of that, discretionary 13,445,518 100%
Number of Employees 6 200%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 13,445,518
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 investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

13M 12M 10M 8M 6M 4M 2M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees