| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 02/28/2024 |
| Adviser Type - Mid-sized advisory firm | |
| Number of Employees | 11 |
| of those in investment advisory functions | 10 |
| AUM* | 58,700,000 |
| of that, discretionary | 58,700,000 |
| Private Fund GAV* | 0 |
| Avg Account Size | 29,350,000 |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 424 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees