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Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 08/22/2013
Contact Info (21 xxxxxxx
AUM* 20,000,000 33%
of that, discretionary 20,000,000 33%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 5,000,000 166%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

335M 287M 239M 192M 144M 96M 48M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary