Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/25/2025 |
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| Former registrations | |
| Contact Info | 985 xxxxxxx |
| Websites |
| AUM* | 150,180,725 22% |
| of that, discretionary | 150,020,725 33% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 558,293 76% |
| % High Net Worth | 19.15% -36% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
150M
129M
107M
86M
64M
43M
21M
2025
2026
Private Funds
No private funds