Adviser Profile
| As of Date | 09/03/2026 |
| Registration | SEC, Approved, 04/10/2026 |
|
|
|
| Former registrations | |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 153,700,000 |
| of that, discretionary | 153,700,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,561,667 |
| % High Net Worth | 48.33% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
154M
132M
110M
88M
66M
44M
22M
2026
Private Funds
No private funds