| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 06/05/2025 |
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| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 480 xxxxxxx |
| Websites |
| AUM* | 26,029,894 2% |
| of that, discretionary | 26,029,894 2% |
| Number of Employees | 9 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 25,500,000 |
| Avg Account Size | 13,014,947 -49% |
| SMA’s | No |
| Private Funds | 1 |
- Investment companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |