Adviser Profile

As of Date 03/05/2019
Registration status Registration Changed to BIREME CAPITAL, LLC
ADV Location PHILADELPHIA, PA, United States
AUM* 27,313,555
of that, discretionary 27,313,555
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,138,065
% High Net Worth 57.14%
SMA’s Yes
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

28M 24M 20M 16M 12M 8M 4M
2018 2019
Discretionary
Non-discretionary

Private Funds

No private funds

Employees