| As of Date | 08/28/2026 |
| Registration | SEC, 120-Day Approval, 08/22/2025 |
| Contact Info | (54 xxxxxxx |
| AUM* | 123,960,483 |
| of that, discretionary | 123,178,366 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 662,890 |
| % High Net Worth | 32.81% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Other investment advisers
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds