| As of Date | 06/23/2026 |
| Registration | SEC, Approved, 07/14/2026 |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | (65 xxxxxxx |
| Websites |
| AUM* | 333,641,082 |
| of that, discretionary | 333,641,082 |
| Number of Employees | 10 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 333,641,082 |
| Avg Account Size | 66,728,216 |
| SMA’s | No |
| Private Funds | 5 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |