Adviser Profile

As of Date 02/02/2026
Registration SEC, Approved, 02/18/2026
ADV Location KING OF PRUSSIA, PA, United States
Contact Info (61 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
SMA’s No
Private Funds 1

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}