Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/29/2024 |
Adviser Type - Mid-sized advisory firm | |
Number of Employees | 3 |
of those in investment advisory functions | 1 |
Registration | SEC, Approved, 3/30/2012 |
AUM* | 28,600,480 5.48% |
of that, discretionary | 28,600,480 5.48% |
Private Fund GAV* | 0 -100.00% |
Avg Account Size | 28,600,480 5.48% |
% High Net Worth | 100.00% |
SMA’s | No |
Private Funds | 0 |
Contact Info | 1-6 xxxxxxx |
- High net worth individuals
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees