Adviser Profile
| As of Date | 07/27/2026 |
| Registration | SEC, Approved, 06/13/2025 |
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| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 250,452,109 |
| of that, discretionary | 250,452,109 100% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 400,000 |
| Avg Account Size | 2,196,948 |
| % High Net Worth | 72.81% |
| SMA’s | No |
| Private Funds | 4 4 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
240M
206M
172M
137M
103M
69M
34M
2025
2026
Private Funds
Employees
Private Funds Structure
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