Adviser Profile

As of Date 03/09/2026
Registration SEC, Approved, 06/24/2025
Other registrations (1)
ADV Location LAS VEGAS, NV, United States
Contact Info 702 xxxxxxx
Websites
AUM* 282,532,231 1%
of that, discretionary 282,532,231 1%
Number of Employees 5 -17%
of those in investment advisory functions 4
Private Fund GAV* 289,532,590 25%
Avg Account Size 35,316,529 -12%
SMA’s No
Private Funds 8 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

283M 242M 202M 161M 121M 81M 40M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WITHUM Filing Date12/19/2025 Form ADV-E View Report

Private Funds Structure

Count GAV
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