Adviser Profile
| As of Date | 07/17/2026 |
| Registration | SEC, Approved, 08/15/2024 |
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| Former registrations | |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 143,552,690 23% |
| of that, discretionary | 40,708,004 12% |
| Number of Employees | 4 300% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 64,810,517 40% |
| Avg Account Size | 1,650,031 26% |
| % High Net Worth | 40.00% 6% |
| SMA’s | No |
| Private Funds | 2 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
103M
88M
73M
59M
44M
29M
15M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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