Adviser Profile

As of Date 10/27/2025
Registration SEC, Approved, 11/12/2021
Contact Info (26 xxxxxxx
Websites
AUM* 4,911,555 282%
of that, discretionary 4,911,555 282%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 4,911,555 282%
SMA’s No
Private Funds 0

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

14M 12M 10M 8M 6M 4M 2M
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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