| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 05/09/2025 |
| ADV Location | SALT LAKE CITY, UT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 365,928,073 20% |
| of that, discretionary | 146,118,000 26% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 453,937,597 49% |
| Avg Account Size | 52,275,439 3% |
| SMA’s | No |
| Private Funds | 11 3 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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