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Adviser Profile

As of Date 02/24/2026
Registration SEC, Approved, 09/14/2017
ADV Location KENNETT SQUARE, PA, United States
Contact Info 484 xxxxxxx
Websites
AUM* 188,749,175 -32%
of that, discretionary 188,749,175 -32%
Number of Employees 2 -78%
of those in investment advisory functions 1 -67%
Private Fund GAV* 0
Avg Account Size 188,749,175 36%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

359M 308M 256M 205M 154M 103M 51M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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