Adviser Profile

As of Date 03/09/2024
Registration status Terminated
ADV Location RALEIGH, NC, United States
Contact Info (91 xxxxxxx
Websites
AUM* 26,140,690
of that, discretionary 26,140,690 100%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 26,140,690
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

58M 50M 42M 33M 25M 17M 8M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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