| As of Date | 05/04/2026 |
| Registration | SEC, 120-Day Approval, 04/28/2026 |
| ADV Location | ROCKY RIVER, OH, United States |
| Contact Info | 440 xxxxxxx |
| Websites |
| AUM* | 215,837,993 |
| of that, discretionary | 215,837,993 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 215,837,993 |
| Avg Account Size | 53,959,498 |
| SMA’s | No |
| Private Funds | 4 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |