| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 12/01/2009 |
| Contact Info | 669 xxxxxxx |
| AUM* | 130,091,708 -30% |
| of that, discretionary | 130,091,708 -12% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,196,507 -15% |
| % High Net Worth | 35.48% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds