{{ Info.Overview }}
Adviser Profile
| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 05/16/2025 |
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| Former registrations | |
| ADV Location | WILMINGTON, DE, United States |
| Contact Info | 302 xxxxxxx |
| Websites |
| AUM* | 265,318,418 153% |
| of that, discretionary | 0 |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 12,634,210 -88% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Other investment advisers
Advisory Activities
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
265M
227M
190M
152M
114M
76M
38M
2025
2026
Private Funds
No private funds