Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 05/15/2019
ADV Location PEACHTREE CORNERS, GA, United States
Contact Info 770 xxxxxxx
Websites
AUM* 354,000,000 -43%
of that, discretionary 354,000,000 -43%
Number of Employees 4 -20%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,017,241 -36%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Other investment advisers

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

823M 705M 588M 470M 353M 235M 118M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary