| As of Date | 01/05/2026 |
| Registration | SEC, Approved, 08/25/2025 |
| ADV Location | SOUTHFIELD, MI, United States |
| Contact Info | 313 xxxxxxx |
| Websites |
| AUM* | 203,474,000 |
| of that, discretionary | 203,474,000 |
| Number of Employees | 20 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 234,000,000 |
| Avg Account Size | 50,868,500 |
| SMA’s | No |
| Private Funds | 5 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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