Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 06/30/2004
ADV Location VIRGINIA BEACH, VA, United States
Contact Info 757 xxxxxxx
Websites
AUM* 148,216,588 -19%
of that, discretionary 148,216,588 -19%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 148,216,588 -19%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

279M 239M 199M 159M 119M 80M 40M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary