Adviser Profile

As of Date 07/15/2026
Registration SEC, 120-Day Approval, 04/23/2026
ADV Location LAS VEGAS, NV, United States
Contact Info 415 xxxxxxx
AUM* 753,288,631
of that, discretionary 753,288,631
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 753,288,631
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees