| As of Date | 02/23/2026 |
| Registration | SEC, Approved, 08/04/1980 |
| Contact Info | 725 xxxxxxx |
| AUM* | 287,891,675 0% |
| of that, discretionary | 287,891,675 |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 57,578,335 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Other
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds