Adviser Profile
| As of Date | 07/14/2026 |
| Registration | SEC, Approved, 07/24/2024 |
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| Former registrations | |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 152,900,049 43% |
| of that, discretionary | 152,900,049 43% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 17,000,178 29% |
| Avg Account Size | 6,370,835 31% |
| % High Net Worth | 41.67% 53% |
| SMA’s | No |
| Private Funds | 4 2 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
153M
131M
109M
87M
66M
44M
22M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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