Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/11/2016
ADV Location CINCINNATI, OH, United States
Contact Info 513 xxxxxxx
AUM* 0
of that, discretionary 0
Number of Employees 22 10%
of those in investment advisory functions 22 29%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

50M 43M 36M 29M 22M 14M 7M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary