| As of Date | 03/30/2026 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | SEC, Approved, 09/28/2020 |
| AUM* | 102,000,000 0% |
| of that, discretionary | 102,000,000 0% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 5,368,421 52% |
| % High Net Worth | 100.00% 100% |
| SMA’s | Yes |
| Private Funds | 0 1 |
| Contact Info | 305 xxxxxxx |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
- Performance-based fees