Adviser Profile
| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 12/12/2025 |
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| Former registrations | |
| Contact Info | (81 xxxxxxx |
| Websites |
| AUM* | 211,019,817 |
| of that, discretionary | 194,947,310 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,014,569 |
| % High Net Worth | 52.38% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
195M
167M
139M
111M
84M
56M
28M
2025
2026
Private Funds
No private funds