Adviser Profile

As of Date 08/16/2023
Registration status Terminated
ADV Location FRANKLIN, TN, United States
Contact Info 615 xxxxxxx
Websites
AUM* 69,700,000 41%
of that, discretionary 69,700,000 41%
Number of Employees 4 -33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 13,940,000 350%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Charitable organizations
- 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

70M 60M 50M 40M 30M 20M 10M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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