Adviser Profile
| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 07/17/2026 |
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| Former registrations | |
| Contact Info | (48 xxxxxxx |
| Websites |
| AUM* | 110,730,178 |
| of that, discretionary | 110,730,178 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 55,365,089 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Other investment advisers
Advisory Activities
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds