| As of Date | 06/25/2026 |
| Registration | SEC, Approved, 07/23/2026 |
| ADV Location | DURHAM, United Kingdom |
| Contact Info | 004 xxxxxxx |
| Websites |
| AUM* | 301,000,035 |
| of that, discretionary | 0 |
| Number of Employees | 17 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 502,504 |
| % High Net Worth | 12.19% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds