Adviser Profile

AUM* 100,000
of that, discretionary 100,000 100%
Number of Employees 3 50%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 100,000
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

100K 86K 71K 57K 43K 29K 14K
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees