Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 10/27/2021 |
| Former registrations | |
| ADV Location | BALTIMORE, MD, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 368,868,727 -20% |
| of that, discretionary | 368,868,727 -20% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 73,773,745 -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- An investment adviser (or subadviser) to an investment company
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
460M
394M
329M
263M
197M
131M
66M
2021
2022
2023
2024
2025
2026
Private Funds
No private funds