Adviser Profile
| As of Date | 07/23/2026 |
| Registration | SEC, Approved, 08/05/2026 |
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| Former registrations | |
| ADV Location | CHANDLER, AZ, United States |
| Contact Info | 979 xxxxxxx |
| Websites |
| AUM* | 400,000,000 |
| of that, discretionary | 400,000,000 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 200,000,000 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds