Adviser Profile
| As of Date | 07/27/2026 |
| Registration | SEC, Approved, 09/15/2025 |
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| Former registrations | |
| ADV Location | BETHESDA, MD, United States |
| Contact Info | 301 xxxxxxx |
| AUM* | 108,273,868 -4% |
| of that, discretionary | 108,273,868 -4% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 96,090,935 |
| Avg Account Size | 717,045 9% |
| % High Net Worth | 58.00% -6% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
113M
97M
81M
65M
49M
32M
16M
2025
2026
Private Funds
Employees
Private Funds Structure
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