| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 06/02/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Registration | SEC, 120-Day Approval, 03/14/2024 |
|
|
|
| AUM* | 100,909,738 |
| of that, discretionary | 100,909,738 |
| Private Fund GAV* | 49,820,647 2.96% |
| Avg Account Size | 25,227,435 |
| SMA’s | No |
| Private Funds | 3 |
| Contact Info | 305 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count3 | GAV$49,820,647 |