| As of Date | 04/28/2026 |
| Registration | SEC, Approved, 07/25/2025 |
|
|
|
| Former registrations | |
| ADV Location | WASHINGTON, D.C., DC, United States |
| Contact Info | 202 xxxxxxx |
| Websites |
| AUM* | 721,520,164 129% |
| of that, discretionary | 721,520,164 129% |
| Number of Employees | 19 58% |
| of those in investment advisory functions | 19 58% |
| Private Fund GAV* | 319,256,196 159% |
| Avg Account Size | 240,506,721 53% |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |