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Adviser Profile

As of Date 03/06/2025
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 1
Registration SEC, Approved, 12/16/2022
Other registrations (1)
AUM* 155,225,704 6.29%
of that, discretionary 155,225,704 6.29%
Private Fund GAV* 23,065,809 -48.27%
Avg Account Size 22,175,101 67.02%
% High Net Worth 16.67% -83.33%
SMA’s No
Private Funds 1
Contact Info (70 xxxxxxx
Websites

Client Types

- High net worth individuals
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

146M 125M 104M 83M 63M 42M 21M
2022
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$23,065,809

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Brochure Summary