Adviser Profile

As of Date 02/03/2026
Registration SEC, Approved, 07/15/2022
Other registrations (1)
ADV Location GREENSBURG, PA, United States
Contact Info 412 xxxxxxx
Websites
AUM* 217,020,431 341%
of that, discretionary 217,020,431 341%
Number of Employees 5
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 108,510,216 121%
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

217M 186M 155M 124M 93M 62M 31M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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