| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 05/27/2026 |
|
|
|
| Contact Info | 985 xxxxxxx |
| Websites |
| AUM* | 376,694,495 |
| of that, discretionary | 376,694,495 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,305,556 |
| % High Net Worth | 94.44% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds