| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 07/28/2025 |
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| Former registrations | |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 201,813,282 |
| of that, discretionary | 201,813,282 |
| Private Fund GAV* | 201,813,281 |
| Avg Account Size | 40,362,656 |
| SMA’s | No |
| Private Funds | 5 |
Number of Employees 15
of those in investment advisory functions 13
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| SEC Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count5 | GAV$201,813,281 |