| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 11/13/2024 |
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| Former registrations | |
| Contact Info | (80 xxxxxxx |
| Websites |
| AUM* | 59,961,973 202% |
| of that, discretionary | 50,661,973 258% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 2,406,760 17% |
| Avg Account Size | 713,833 180% |
| % High Net Worth | 34.78% -37% |
| SMA’s | No |
| Private Funds | 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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