Adviser Profile

As of Date 02/26/2026
Registration SEC, Approved, 09/03/2025
ADV Location HENDERSON, NV, United States
Contact Info 253 xxxxxxx
Websites
AUM* 62,250,000
of that, discretionary 62,250,000
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 62,250,000
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

Reported AUM

62M 53M 44M 36M 27M 18M 9M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees