Adviser Profile

As of Date 02/12/2026
Registration SEC, Approved, 02/03/2011
ADV Location ALEXANDRIA, VA, United States
Contact Info 703 xxxxxxx
AUM* 86,257,354 15%
of that, discretionary 86,257,354 15%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 86,257,354 15%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

86M 74M 62M 49M 37M 25M 12M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees