Adviser Profile
| As of Date | 04/10/2026 |
| Registration | SEC, Approved, 05/08/2026 |
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| Former registrations | |
| ADV Location | NAMPA, ID, United States |
| Contact Info | 208 xxxxxxx |
| Websites |
| AUM* | 258,135,606 |
| of that, discretionary | 258,135,606 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 258,135,606 |
| Avg Account Size | 258,135,606 |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
Reported AUM
258M
221M
184M
148M
111M
74M
37M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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