| As of Date | 07/24/2026 |
| Registration | SEC, Approved, 08/24/2026 |
| ADV Location | MILLERSVILLE, MD, United States |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 309,000,000 |
| of that, discretionary | 309,000,000 |
| Number of Employees | 18 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 513,921,254 |
| Avg Account Size | 10,655,172 |
| SMA’s | No |
| Private Funds | 29 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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