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Adviser Profile
| As of Date | 09/17/2026 |
| Registration | SEC, Approved, 06/15/2026 |
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| Former registrations | |
| ADV Location | HENDERSONVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 152,663,331 |
| of that, discretionary | 152,663,331 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 152,136,580 |
| Avg Account Size | 76,331,666 |
| SMA’s | No |
| Private Funds | 2 |
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
153M
131M
109M
87M
65M
44M
22M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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