Adviser Profile

As of Date 02/24/2026
Registration SEC, Approved, 03/05/2007
Contact Info N/A
Websites
AUM* 7,300,903 -62%
of that, discretionary 7,300,903 -62%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 55,732 19%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

21M 18M 15M 12M 9M 6M 3M
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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