Adviser Profile

As of Date 07/02/2026
Registration SEC, Approved, 05/17/2021
Contact Info 847 xxxxxxx
Websites
AUM* 450,000,000 14%
of that, discretionary 50,000,000 100%
Number of Employees 1
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 9,000,000 -93%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

- Publication of periodicals or newsletters

Compensation Arrangments

- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

Reported AUM

980M 840M 700M 560M 420M 280M 140M
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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