Adviser Profile

As of Date 06/04/2026
Registration SEC, Approved, 07/16/2021
Other registrations (1)
Contact Info (41 xxxxxxx
Websites
AUM* 148,032,651 19%
of that, discretionary 148,032,651 19%
Number of Employees 2 -33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,358,098 49%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

173M 148M 123M 99M 74M 49M 25M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary