| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/02/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 14 |
| of those in investment advisory functions | 12 |
| Registration | SEC, Approved, 07/28/2025 |
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|
| Former registrations | |
| AUM* | 161,460,658 |
| of that, discretionary | 161,460,658 |
| Private Fund GAV* | 161,460,659 100.00% |
| Avg Account Size | 32,292,132 |
| SMA’s | No |
| Private Funds | 5 |
| Contact Info | 513 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count4 | GAV$161,460,659 |
| Fund TypeOther Private Fund | Count1 | GAV$ |