Adviser Profile

AUM* 100,133,330 74%
of that, discretionary 100,133,330 74%
Number of Employees 10
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 572,190 24%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Charitable organizations

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees