| AUM* | 12,500,000 |
| of that, discretionary | 12,500,000 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 694,444 |
| % High Net Worth | 73.91% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds