| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/30/2025 |
| ADV Location | WASHINGTON, DC, United States |
| Contact Info | 202 xxxxxxx |
| Websites |
| AUM* | 3,043,695,778 3% |
| of that, discretionary | 3,043,695,778 3% |
| Number of Employees | 15 |
| of those in investment advisory functions | 10 11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 132,334,599 -1% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds