| As of Date | 04/05/2026 |
| Registration | SEC, 120-Day Approval, 12/08/2025 |
| ADV Location | ANNAPOLIS, MD, United States |
| Contact Info | 301 xxxxxxx |
| Websites |
| AUM* | 457,990,215 |
| of that, discretionary | 457,990,215 |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 65,427,174 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Performance-based fees
No private funds