Adviser Profile
| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 07/25/2025 |
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| Former registrations | |
| ADV Location | SOUTH BEND, IN, United States |
| Contact Info | 574 xxxxxxx |
| Websites |
| AUM* | 286,973,918 6% |
| of that, discretionary | 286,973,918 6% |
| Number of Employees | 14 17% |
| of those in investment advisory functions | 13 18% |
| Private Fund GAV* | 286,973,918 6% |
| Avg Account Size | 143,486,959 6% |
| SMA’s | No |
| Private Funds | 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
287M
246M
205M
164M
123M
82M
41M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
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