Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/28/2025 |
Adviser Type | |
Number of Employees | 1 |
of those in investment advisory functions | 1 |
Registration | SEC, Terminated, 10/31/2024 |
|
|
Former registrations |
AUM* | 70,712,828 |
of that, discretionary | 4,399,158 |
Private Fund GAV* | 24,135,000 100.00% |
Avg Account Size | 1,122,426 |
% High Net Worth | 55.07% |
SMA’s | No |
Private Funds | 2 |
Contact Info | 773 xxxxxxx |
Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Fund Type | Count | GAV |
---|---|---|
Fund TypeHedge Fund | Count1 | GAV$23,755,000 |
Fund TypePrivate Equity Fund | Count1 | GAV$380,000 |