Adviser Profile
| As of Date | 06/12/2026 |
| Registration | SEC, 120-Day Approval, 02/17/2026 |
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| Former registrations | |
| Contact Info | 442 xxxxxxx |
| AUM* | 263,000,000 |
| of that, discretionary | 263,000,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 87,666,667 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
Reported AUM
1
1
1
1
2026
Private Funds
No private funds