| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 05/30/2025 |
| ADV Location | SALT LAKE CITY, UT, United States |
| Contact Info | (38 xxxxxxx |
| Websites |
| AUM* | 495,249,182 4% |
| of that, discretionary | 495,249,182 4% |
| Number of Employees | 8 -11% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 41,132,500 98% |
| Avg Account Size | 123,812,296 -74% |
| SMA’s | No |
| Private Funds | 4 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |