| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 09/16/2025 |
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| Contact Info | 612 xxxxxxx |
| Websites |
| AUM* | 117,000,000 |
| of that, discretionary | 117,000,000 100% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 58,500,000 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds