| As of Date | 08/31/2026 |
| Registration | SEC, Approved, 07/01/2025 |
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| ADV Location | CHEVY CHASE, MD, United States |
| Contact Info | 301 xxxxxxx |
| AUM* | 250,178,748 |
| of that, discretionary | 250,178,748 100% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 22,980,000 |
| Avg Account Size | 665,369 |
| % High Net Worth | 33.93% |
| SMA’s | No |
| Private Funds | 2 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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