| AUM* | 53,838,959 -85% |
| of that, discretionary | 53,838,959 -85% |
| Number of Employees | 1 -80% |
| of those in investment advisory functions | 1 -75% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 3,845,640 -91% |
| % High Net Worth | 100.00% 100% |
| SMA’s | No |
| Private Funds | 0 8 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$6,943,807 | % Position17.00% | $ Change2.00% | # Change-16.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$6,139,498 | % Position15.00% | $ Change-1.00% | # Change-14.00% |
| Stck Ticker48251W104 | Stock NameKKR & CO INC | $ Position$4,394,756 | % Position11.00% | $ Change-13.00% | # Change-12.00% |
| Stck Ticker12510Q100 | Stock NameCCC INTELLIGENT SOLUTIONS HL | $ Position$4,316,794 | % Position11.00% | $ Change | # Change |
| Stck Ticker25809K105 | Stock NameDOORDASH INC | $ Position$4,272,551 | % Position11.00% | $ Change18.00% | # Change-5.00% |
| Stck Ticker03769M106 | Stock NameAPOLLO GLOBAL MGMT INC | $ Position$3,430,543 | % Position8.00% | $ Change | # Change |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MANUFAC | $ Position$3,323,695 | % Position8.00% | $ Change15.00% | # Change-17.00% |
| Stck Ticker92345Y106 | Stock NameVERISK ANALYTICS INC | $ Position$3,165,165 | % Position8.00% | $ Change | # Change |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$1,877,590 | % Position5.00% | $ Change-6.00% | # Change-17.00% |
| Stck Ticker380237107 | Stock NameGODADDY INC | $ Position$2,114,612 | % Position5.00% | $ Change-13.00% | # Change-14.00% |