Adviser Profile
| As of Date | 08/06/2026 |
| Registration | SEC, Approved, 05/04/2026 |
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| Former registrations | |
| Contact Info | 719 xxxxxxx |
| Websites |
| AUM* | 410,135,655 |
| of that, discretionary | 410,135,655 |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 410,135,655 |
| Avg Account Size | 410,135,655 |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- Performance-based fees
Reported AUM
410M
352M
293M
234M
176M
117M
59M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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