Adviser Profile
| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 05/19/2023 |
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| Former registrations | |
| ADV Location | CRANBERRY TOWNSHIP, PA, United States |
| Contact Info | (87 xxxxxxx |
| Websites |
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Exempt Reporting Adviser
2B(2)- PF<150mn
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| Private Fund GAV* | 116,131,029 |
| SMA’s | No |
| Private Funds | 2 |
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker724479100 | Stock NamePITNEY BOWES INC | $ Position$59,627,918 | % Position79.00% | $ Change-34.00% | # Change-58.00% |
| Stck Ticker500255104 | Stock NameKOHLS CORP | $ Position$5,342,580 | % Position7.00% | $ Change38.00% | # Change1.00% |
| Stck Ticker343498101 | Stock NameFLOWERS FOODS INC | $ Position$2,867,700 | % Position4.00% | $ Change29.00% | # Change33.00% |
| Stck Ticker146869102 | Stock NameCARVANA CO (PUT) | $ Position$2,000,928 | % Position3.00% | $ Change430.00% | # Change407.00% |
| Stck Ticker48666K109 | Stock NameKB HOME (PUT) | $ Position$1,164,174 | % Position2.00% | $ Change18.00% | # Change-3.00% |
| Stck Ticker031100100 | Stock NameAMETEK INC (PUT) | $ Position$1,548,416 | % Position2.00% | $ Change | # Change |
| Stck Ticker060505104 | Stock NameBANK OF AMER CORP (PUT) | $ Position$1,082,620 | % Position1.00% | $ Change17.00% | # Change0.00% |
| Stck Ticker833445109 | Stock NameSNOWFLAKE INC (PUT) | $ Position$839,850 | % Position1.00% | $ Change59.00% | # Change-6.00% |
| Stck Ticker983134107 | Stock NameWYNN RESORTS LTD (PUT) | $ Position$1,029,154 | % Position1.00% | $ Change-4.00% | # Change0.00% |