| 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 |
- Individuals (other than high net worth individuals)
- Investment companies
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds