Adviser Profile
| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 07/25/2025 |
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| Former registrations | |
| ADV Location | CHARLOTTE, NC, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 343,753,242 20% |
| of that, discretionary | 343,753,242 20% |
| Number of Employees | 5 -38% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 343,753,242 319% |
| Avg Account Size | 68,750,648 -28% |
| SMA’s | No |
| Private Funds | 5 |
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
344M
295M
246M
196M
147M
98M
49M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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