Adviser Profile
| As of Date | 04/29/2026 |
| Registration | SEC, Approved, 07/31/2024 |
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| Former registrations | |
| ADV Location | SOUTH BURLINGTON, VT, United States |
| Contact Info | (80 xxxxxxx |
| Websites |
| AUM* | 120,541,805 15% |
| of that, discretionary | 102,561,650 100% |
| Number of Employees | 5 -29% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 1,372,728 -55% |
| Avg Account Size | 209,638 27% |
| % High Net Worth | 11.41% -15% |
| SMA’s | No |
| Private Funds | 1 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
114M
97M
81M
65M
49M
32M
16M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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