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Adviser Profile

As of Date 03/26/2024
Adviser Type - An investment adviser (or subadviser) to an investment company
Number of Employees 2
of those in investment advisory functions 2
Registration Wisconsin, Terminated, 01/16/2007
Other registrations (1)

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
53M 45M 38M 30M 23M 15M 8M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary