Adviser Profile

AUM* 37,557,770 1%
of that, discretionary 37,557,770 1%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 9,389,443 -75%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- Investment companies

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

43M 37M 31M 25M 19M 12M 6M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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