| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 03/15/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 -11.11% |
| of those in investment advisory functions | 4 |
| AUM* | 194,091,122 -13.27% |
| of that, discretionary | 194,091,122 -13.27% |
| Private Fund GAV* | 0 -100.00% |
| Avg Account Size | 64,697,041 -13.27% |
| SMA’s | No |
| Private Funds | 0 2 |
| Contact Info | 610 xxxxxxx |
| Websites |
- Investment companies
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker447462102 | Stock NameHURON CONSULTING GROUP INC.CMN | $ Position$2,691 | % Position3.00% | $ Change0.00% | # Change-9.00% |
| Stck Ticker76029L100 | Stock NameREPAY HOLDINGS CORPCMN | $ Position$2,637 | % Position3.00% | $ Change145.00% | # Change217.00% |
| Stck Ticker78464A870 | Stock NameSPDR SP BIOTECH ETFETF | $ Position$3,245 | % Position3.00% | $ Change0.00% | # Change-6.00% |
| Stck Ticker78464A698 | Stock NameSPDR SP REGIONAL BANKING ETFETF | $ Position$2,686 | % Position3.00% | $ Change | # Change |
| Stck Ticker89531P105 | Stock NameTREX COMPANY INCCMN | $ Position$2,010 | % Position2.00% | $ Change | # Change |
| Stck Ticker82452J109 | Stock NameSHIFT4 PAYMENTS INC.CMN | $ Position$2,406 | % Position2.00% | $ Change22.00% | # Change1.00% |
| Stck Ticker875372203 | Stock NameTANDEM DIABETES CARE INC.CMN | $ Position$1,964 | % Position2.00% | $ Change | # Change |
| Stck Ticker782011100 | Stock NameRUSH STREET INTERACTIVE INCCMN | $ Position$2,135 | % Position2.00% | $ Change | # Change |
| Stck Ticker816850101 | Stock NameSEMTECH CORPORATIONCMN | $ Position$2,393 | % Position2.00% | $ Change | # Change |
| Stck Ticker81730H109 | Stock NameSENTINELONE INCCMN | $ Position$2,034 | % Position2.00% | $ Change | # Change |