| As of Date | 08/13/2026 |
| Registration | SEC, Approved, 12/08/2025 |
|
|
|
| Contact Info | 717 xxxxxxx |
| Websites |
| AUM* | 136,558,770 |
| of that, discretionary | 136,558,770 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 136,558,770 |
| SMA’s | No |
| Private Funds | 0 |
- Other
- Portfolio management for businesses
- Performance-based fees
No private funds