Adviser Profile
| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 11/13/2025 |
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| Former registrations | |
| Contact Info | 612 xxxxxxx |
| AUM* | 139,300,000 |
| of that, discretionary | 128,900,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,738,889 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
129M
110M
92M
74M
55M
37M
18M
2025
2026
Private Funds
No private funds