| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 07/25/2025 |
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| Former registrations | |
| ADV Location | ROCKVILLE, MD, United States |
| Contact Info | (81 xxxxxxx |
| Websites |
| AUM* | 196,939,682 17% |
| of that, discretionary | 196,939,682 17% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 10,825,331 |
| Avg Account Size | 2,625,862 17% |
| % High Net Worth | 72.31% |
| SMA’s | No |
| Private Funds | 2 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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