| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 03/15/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 -11.11% |
| of those in investment advisory functions | 4 |
| AUM* | 194,091,122 -13.27% |
| of that, discretionary | 194,091,122 -13.27% |
| Private Fund GAV* | 0 -100.00% |
| Avg Account Size | 64,697,041 -13.27% |
| SMA’s | No |
| Private Funds | 0 2 |
| Contact Info | 610 xxxxxxx |
| Websites |
- Investment companies
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78464A698 | Stock NameSPDR SP REGIONAL BANKING ETFETF | $ Position$2,686 | % Position3.00% | $ Change | # Change |
| Stck Ticker78464A870 | Stock NameSPDR SP BIOTECH ETFETF | $ Position$3,245 | % Position3.00% | $ Change0.00% | # Change-6.00% |
| Stck Ticker76029L100 | Stock NameREPAY HOLDINGS CORPCMN | $ Position$2,637 | % Position3.00% | $ Change145.00% | # Change217.00% |
| Stck Ticker447462102 | Stock NameHURON CONSULTING GROUP INC.CMN | $ Position$2,691 | % Position3.00% | $ Change0.00% | # Change-9.00% |
| Stck Ticker42225T107 | Stock NameHEALTH CATALYST INC.CMN | $ Position$1,568 | % Position2.00% | $ Change | # Change |
| Stck Ticker379577208 | Stock NameGLOBUS MEDICAL INCCMN CLASS A | $ Position$1,656 | % Position2.00% | $ Change9.00% | # Change4.00% |
| Stck TickerG3934V109 | Stock NameGENIUS SPORTS LTDCMN | $ Position$1,897 | % Position2.00% | $ Change | # Change |
| Stck Ticker353469109 | Stock NameFRANKLIN COVEY COCMN | $ Position$1,815 | % Position2.00% | $ Change7.00% | # Change-1.00% |
| Stck Ticker343412102 | Stock NameFLUOR CORPORATIONCMN | $ Position$1,999 | % Position2.00% | $ Change-2.00% | # Change-11.00% |
| Stck Ticker55955D100 | Stock NameMAGNITE INC.CMN | $ Position$2,290 | % Position2.00% | $ Change-19.00% | # Change-23.00% |