Adviser Profile

As of Date 05/01/2026
Registration SEC, 120-Day Approval, 02/27/2026
ADV Location NASHVILLE, TN, United States
Contact Info 210 xxxxxxx
AUM* 339,256,924
of that, discretionary 339,256,924
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 339,256,924
Avg Account Size 339,256,924
SMA’s No
Private Funds 1

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
- Performance-based fees

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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