Adviser Profile
| As of Date | 01/06/2026 |
| Registration | SEC, Approved, 06/13/2025 |
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| Former registrations | |
| Contact Info | +1 xxxxxxx |
| Websites |
| AUM* | 50,000,000 |
| of that, discretionary | 50,000,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 25,000,000 -50% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
50M
43M
36M
29M
21M
14M
7M
2025
2026