| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 06/21/2024 |
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| Former registrations | |
| ADV Location | NEW ORLEANS, LA, United States |
| Contact Info | 504 xxxxxxx |
| Websites |
| AUM* | 492,654,566 178% |
| of that, discretionary | 492,654,566 178% |
| Number of Employees | 10 67% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 492,654,566 47% |
| Avg Account Size | 61,581,821 109% |
| SMA’s | No |
| Private Funds | 8 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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