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Adviser Profile

As of Date 08/04/2026
Registration SEC, Approved, 04/08/2026
ADV Location FARMINGTON HILLS, MI, United States
Contact Info 248 xxxxxxx
AUM* 460,258,700
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 460,258,700
Avg Account Size 460,258,700
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

Reported AUM

225M 192M 160M 128M 96M 64M 32M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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