| As of Date | 02/04/2026 |
| Registration | SEC, Approved, 08/05/2024 |
| ADV Location | WILMINGTON, DE, United States |
| Contact Info | 302 xxxxxxx |
| Websites |
| AUM* | 2,080,500,590 34% |
| of that, discretionary | 2,024,777,717 40% |
| Private Fund GAV* | 46,525,698 |
| Avg Account Size | 378,686 11% |
| % High Net Worth | 37.49% 21% |
| SMA’s | No |
| Private Funds | 1 |
Number of Employees 45 10%
of those in investment advisory functions 28 12%
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| SEC Fund Type | Count | GAV |
|---|---|---|
| Fund TypeOther Private Fund | Count1 | GAV$46,525,698 |