| As of Date | 07/02/2025 |
| Registration | SEC, Approved, 07/28/2025 |
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| Former registrations | |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 161,460,658 |
| of that, discretionary | 161,460,658 |
| Private Fund GAV* | 161,460,659 |
| Avg Account Size | 32,292,132 |
| SMA’s | No |
| Private Funds | 5 |
Number of Employees 14
of those in investment advisory functions 12
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| SEC Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count4 | GAV$161,460,659 |
| Fund TypeOther Private Fund | Count1 | GAV$ |