| As of Date | 01/30/2026 |
| Registration | SEC, Approved, 03/15/2010 |
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| Contact Info | 303 xxxxxxx |
| AUM* | 309,800,000 4% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 103,266,667 -31% |
| % High Net Worth | 50.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Banking or thrift institutions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Fixed fees (other than subscription fees)
No private funds