Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 10/01/2012
ADV Location BUCHAREST, Romania
Contact Info 004 xxxxxxx
Websites
AUM* 4,117,045 119%
of that, discretionary 4,117,045 100%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 124,759 66%
% High Net Worth 6.06% -24%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

4M 4M 3M 2M 2M 1M 588K
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary