| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 03/09/2026 |
| ADV Location | LEAWOOD, KS, United States |
| Contact Info | 913 xxxxxxx |
| AUM* | 73,900,000 |
| of that, discretionary | 73,900,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 73,900,000 |
| Avg Account Size | 24,633,333 |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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