Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 05/22/2025
Other registrations (1)
ADV Location ATLANTA, GA, United States
Contact Info 404 xxxxxxx
Websites
AUM* 36,091,513
of that, discretionary 36,091,513 100%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 36,091,513
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

36M 31M 26M 21M 15M 10M 5M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees