Adviser Profile
| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 11/25/2025 |
|
|
|
| Former registrations | |
| Contact Info | (70 xxxxxxx |
| AUM* | 126,232,643 |
| of that, discretionary | 126,232,643 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,855,102 |
| % High Net Worth | 66.67% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
126M
108M
90M
72M
54M
36M
18M
2025
2026
Private Funds
No private funds