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Adviser Profile
| As of Date | 12/04/2025 |
| Registration | SEC, Approved, 01/07/2026 |
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| Former registrations | |
| ADV Location | PRAIRIE VILLAGE, KS, United States |
| Contact Info | (21 xxxxxxx |
| Websites |
| AUM* | 60,271,669 |
| of that, discretionary | 60,271,669 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 60,271,669 |
| Avg Account Size | 60,271,669 |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
60M
52M
43M
34M
26M
17M
9M
2025
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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