Adviser Profile

As of Date 03/16/2026
Registration SEC, 120-Day Approval, 11/20/2025
Contact Info 307 xxxxxxx
Websites
AUM* 529,972,445
of that, discretionary 529,972,445
Number of Employees 8
of those in investment advisory functions 5
Private Fund GAV* 529,972,445
Avg Account Size 132,493,111
SMA’s No
Private Funds 4

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

530M 454M 379M 303M 227M 151M 76M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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