Adviser Profile
| As of Date | 05/11/2026 |
| Registration | SEC, Approved, 08/11/2025 |
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| Former registrations | |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 71,554,731 69% |
| of that, discretionary | 71,554,731 69% |
| Number of Employees | 7 -30% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 71,554,731 13426% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
72M
61M
51M
41M
31M
20M
10M
2025
2026