Adviser Profile
| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 03/05/2025 |
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| Former registrations | |
| ADV Location | HEIDELBERG, Germany |
| Contact Info | 443 xxxxxxx |
| Websites |
| AUM* | 4,050,716 |
| of that, discretionary | 4,050,716 |
| Number of Employees | 21 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 94,203 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Outside the United States
Client Types
- Individuals (other than 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
Reported AUM
4M
3M
3M
2M
2M
1M
579K
2025
2026
Private Funds
No private funds