Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 03/06/2017
Contact Info 312 xxxxxxx
Websites
AUM* 99,886,370 -11%
of that, discretionary 99,886,370 -11%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 5,257,177 -30%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

157M 135M 112M 90M 67M 45M 22M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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