Adviser Profile

As of Date 06/26/2026
Registration SEC, Approved, 01/02/2020
Contact Info 910 xxxxxxx
Websites
AUM* 34,136,580 44%
of that, discretionary 34,136,580 124%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 34,136,580 124%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm
- 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

34M 29M 24M 20M 15M 10M 5M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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