Adviser Profile
| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 04/17/2025 |
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| Former registrations | |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 140,091,484 19% |
| of that, discretionary | 120,140,662 17% |
| Number of Employees | 9 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 9,955,471 91% |
| Avg Account Size | 870,133 17% |
| % High Net Worth | 39.13% 5% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
120M
103M
86M
69M
51M
34M
17M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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