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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 5 -16.67%
of those in investment advisory functions 5 25.00%
Registration SEC, Approved, 07/12/2023
Other registrations (1)
AUM* 326,098,591 100.00%
of that, discretionary 113,239,483 100.00%
Private Fund GAV* 18,083,025 11.14%
Avg Account Size 2,964,533
% High Net Worth 30.56%
SMA’s No
Private Funds 1 1
Contact Info (21 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1 1 1 1
2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$18,083,025

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Brochure Summary