| As of Date | 09/11/2026 |
| Registration | SEC, Approved, 04/15/2026 |
| ADV Location | LOUISVILLE, KY, United States |
| Contact Info | 502 xxxxxxx |
| AUM* | 63,357,987 |
| of that, discretionary | 63,357,987 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 67,557,987 |
| Avg Account Size | 15,839,497 |
| SMA’s | No |
| Private Funds | 5 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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