Adviser Profile
| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 04/15/2024 |
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| Former registrations | |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 722,000,000 89% |
| of that, discretionary | 0 |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 21,878,788 9% |
| % High Net Worth | 3.77% -26% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- State or municipal government entities
Advisory Activities
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
538M
461M
384M
307M
231M
154M
77M
2024
2025
2026
Private Funds
No private funds