| As of Date | 03/27/2026 |
| ADV Location | CHARLOTTESVILLE, VA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 15 15% |
| of those in investment advisory functions | 3 -40% |
| Registration | SEC, Approved, 04/08/2024 |
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| Former registrations | |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count3 | GAV$46,514,775 |
| Fund TypeVenture Capital Fund | Count2 | GAV$58,788,792 |
| Fund TypeOther Private Fund | Count5 | GAV$407,740,953 |