Adviser Profile
| As of Date | 08/06/2026 |
| Registration | SEC, Approved, 08/11/2026 |
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| Former registrations | |
| ADV Location | COLUMBIA, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 190,938,742 |
| of that, discretionary | 190,938,742 |
| Number of Employees | 25 |
| of those in investment advisory functions | 18 |
| Private Fund GAV* | 0 |
| Avg Account Size | 27,276,963 |
| 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
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds