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Adviser Profile

Registration status Terminated
As of Date 03/15/2024
Adviser Type - Internet adviser
Number of Employees 1
of those in investment advisory functions 1
AUM* 4,300,000
of that, discretionary 0
Private Fund GAV* 0 -100.00%
Avg Account Size 1,433,333
SMA’s No
Private Funds 0 3
Contact Info 707 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
4M 4M 3M 2M 2M 1M 614K
2022 2023

Private Funds



Employees

Brochure Summary