Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/18/2025 |
Adviser Type - Large advisory firm | |
Number of Employees | 6 |
of those in investment advisory functions | 4 |
Registration | SEC, Approved, 11/06/2023 |
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Former registrations |
AUM* | 325,800,000 3.40% |
of that, discretionary | 325,800,000 3.40% |
Private Fund GAV* | 0 |
Avg Account Size | 108,600,000 3.40% |
SMA’s | No |
Private Funds | 0 |
Contact Info | 973 xxxxxxx |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds