| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 02/28/2006 |
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| Contact Info | 305 xxxxxxx |
| AUM* | 373,163,474 46% |
| of that, discretionary | 4,744,085 9% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 20,731,304 46% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds