Adviser Profile

AUM* 260,158
of that, discretionary 260,158 100%
Number of Employees 2 -33%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 260,158
% High Net Worth 20.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

50M 43M 36M 29M 21M 14M 7M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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