Adviser Profile

As of Date 04/08/2026
Registration SEC, Approved, 11/02/2018
ADV Location CINCINNATI, OH, United States
Contact Info 513 xxxxxxx
Websites
AUM* 169,804,763 21%
of that, discretionary 169,804,763 21%
Number of Employees 7 -30%
of those in investment advisory functions 3 -40%
Private Fund GAV* 0
Avg Account Size 42,451,191 21%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

189M 162M 135M 108M 81M 54M 27M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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