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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 8 100.00%
of those in investment advisory functions 5 66.67%
Registration SEC, Approved, 03/01/2021

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

170M 146M 121M 97M 73M 49M 24M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$10,677,000

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Brochure Summary