| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 10/31/2024 |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Registration | SEC, Terminated, 10/31/2024 |
|
|
|
| Former registrations | |
| AUM* | 71,711,751 |
| of that, discretionary | 71,711,751 |
| Private Fund GAV* | 5,380,000 100.00% |
| Avg Account Size | 2,655,991 |
| % High Net Worth | 81.48% |
| SMA’s | No |
| Private Funds | 2 |
| Contact Info | 773 xxxxxxx |
| Websites |
- 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
- Fixed fees (other than subscription fees)
- Commissions
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count1 | GAV$5,000,000 |
| Fund TypePrivate Equity Fund | Count1 | GAV$380,000 |