| As of Date | 07/23/2026 |
| Registration | SEC, Approved, 05/09/2025 |
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| Former registrations | |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 172,572,990 64% |
| of that, discretionary | 172,572,990 64% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 137,112,048 50% |
| Avg Account Size | 3,318,711 58% |
| % High Net Worth | 78.85% 13% |
| SMA’s | No |
| Private Funds | 3 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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