Adviser Profile
| As of Date | 04/06/2026 |
| Registration | SEC, Approved, 11/20/2025 |
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| Former registrations | |
| ADV Location | GRAND RAPIDS, MI, United States |
| Contact Info | 616 xxxxxxx |
| Websites |
| AUM* | 200,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 66,666,667 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Other investment advisers
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
Reported AUM
200M
171M
143M
114M
86M
57M
29M
2025
2026
Private Funds
No private funds