| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/07/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 |
| Registration | SEC, Approved, 04/25/2025 |
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| Former registrations | |
| AUM* | 125,847,308 |
| of that, discretionary | 123,347,308 |
| Private Fund GAV* | 8,400,000 100.00% |
| Avg Account Size | 171,923 |
| % High Net Worth | 78.99% |
| SMA’s | No |
| Private Funds | 3 |
| Contact Info | 800 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count3 | GAV$8,400,000 |