| As of Date | 04/24/2026 |
| Registration | SEC, Approved, 05/27/2026 |
| ADV Location | MIAMISBURG, OH, United States |
| Contact Info | 937 xxxxxxx |
| AUM* | 494,336,803 |
| of that, discretionary | 494,336,803 |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 409,386,803 |
| Avg Account Size | 49,433,680 |
| SMA’s | No |
| Private Funds | 9 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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