| As of Date | 08/23/2026 |
| Registration | SEC, 120-Day Approval, 05/12/2026 |
| Contact Info | 307 xxxxxxx |
| AUM* | 120,288,481 |
| of that, discretionary | 120,288,481 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 58,864,174 |
| Avg Account Size | 2,227,564 |
| % High Net Worth | 73.91% |
| SMA’s | No |
| Private Funds | 2 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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