Adviser Profile

As of Date 01/08/2026
Registration SEC, Approved, 07/06/2021
ADV Location RICHMOND, VA, United States
Contact Info 804 xxxxxxx
Websites
AUM* 64,290,705 -7%
of that, discretionary 64,290,705 -7%
Number of Employees 7 17%
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 64,290,705 85%
SMA’s No
Private Funds 0 1

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

69M 60M 50M 40M 30M 20M 10M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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