| As of Date | 06/15/2026 |
| Registration | SEC, Approved, 07/15/2026 |
| Contact Info | 919 xxxxxxx |
| AUM* | 370,000,000 |
| of that, discretionary | 370,000,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 370,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Other
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds