| As of Date | 04/22/2026 |
| Registration | SEC, Approved, 09/25/2025 |
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| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 30,120,451 |
| of that, discretionary | 30,120,451 100% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,972 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds