Adviser Profile

As of Date 03/18/2026
Registration SEC, Approved, 09/20/2019
ADV Location SCOTTSDALE, AZ, United States
Contact Info (60 xxxxxxx
Websites
AUM* 771,133,613 -26%
of that, discretionary 771,133,613 -26%
Number of Employees 7
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 771,133,613 -26%
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

1B 898M 749M 599M 449M 299M 150M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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