| As of Date | 09/10/2026 |
| Registration | SEC, Approved, 02/25/2026 |
| ADV Location | ROCHESTER, MI, United States |
| Contact Info | 947 xxxxxxx |
| Websites |
| AUM* | 219,899,293 |
| of that, discretionary | 219,899,293 |
| Number of Employees | 42 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 365,388,018 |
| Avg Account Size | 4,487,741 |
| SMA’s | No |
| Private Funds | 44 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
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