| As of Date | 09/19/2024 |
| Registration status | Terminated |
| ADV Location | SHAKER HEIGHTS, OH, United States |
| Contact Info | 216 xxxxxxx |
| Websites |
| AUM* | 519,108,000 |
| of that, discretionary | 519,108,000 |
| Private Fund GAV* | 0 |
| Avg Account Size | 14,029,946 -3% |
| SMA’s | No |
| Private Funds | 0 36 |
Number of Employees
of those in investment advisory functions
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees