Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/30/2025 |
Adviser Type - Large advisory firm | |
Number of Employees | 2 |
of those in investment advisory functions | 2 |
Registration | SEC, Approved, 04/08/2025 |
|
|
Former registrations |
AUM* | 137,000,000 |
of that, discretionary | 127,400,000 |
Private Fund GAV* | 2,907,500 100.00% |
Avg Account Size | 744,565 |
% High Net Worth | 15.84% |
SMA’s | No |
Private Funds | 2 |
Contact Info | 312 xxxxxxx |
Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
Fund Type | Count | GAV |
---|---|---|
Fund TypePrivate Equity Fund | Count1 | GAV$1,727,500 |
Fund TypeVenture Capital Fund | Count1 | GAV$1,180,000 |