| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 07/08/2025 |
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| ADV Location | ST LOUIS, MO, United States |
| Contact Info | 314 xxxxxxx |
| Websites |
| AUM* | 513,515,211 |
| of that, discretionary | 513,515,211 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 137,000 |
| Avg Account Size | 171,171,737 |
| SMA’s | No |
| Private Funds | 1 1 |
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |