| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 09/11/2024 |
| Adviser Type - Outside the United States | |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Registration | SEC, Approved, 10/06/2003 |
| AUM* | 13,033,985 35.49% |
| of that, discretionary | 12,222,718 27.05% |
| Private Fund GAV* | 0 |
| Avg Account Size | 343,000 35.49% |
| % High Net Worth | 24.00% 82.40% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 416 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds