Adviser Profile

As of Date 01/18/2024
Registration SEC, Approved, 01/07/2011
Other registrations (2)
ADV Location INDIANAPOLIS, IN, United States
Contact Info 317 xxxxxxx
Websites
AUM* 279,481,430 -1%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 7,553,552 -7%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

289M 248M 207M 165M 124M 83M 41M
2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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