Adviser Profile

As of Date 02/25/2026
Registration SEC, Approved, 09/18/2007
ADV Location CARMEL, IN, United States
Contact Info 317 xxxxxxx
Websites
AUM* 61,336,188 18%
of that, discretionary 61,336,188 18%
Number of Employees 7 -13%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 61,336,188 18%
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

61M 53M 44M 35M 26M 18M 9M
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