| 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, 03/30/2012 |
| 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