| As of Date | 10/23/2026 |
| Registration | SEC, Approved, 04/17/2026 |
| Contact Info | 267 xxxxxxx |
| AUM* | 357,515,397 |
| of that, discretionary | 357,515,397 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 128,121,298 |
| Avg Account Size | 3,192,102 |
| SMA’s | No |
| Private Funds | 1 |
- Pooled investment vehicles
- Other investment advisers
- 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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