| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 01/24/2014 |
| Contact Info | (44 xxxxxxx |
| AUM* | 231,072,748 40% |
| of that, discretionary | 215,691,798 43% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,003,464 20% |
| % High Net Worth | 21.05% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds