| As of Date | 03/27/2026 |
| ADV Location | CLEVELAND, OH, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Registration | SEC, Approved, 05/28/2025 |
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| Former registrations | |
| AUM* | 194,797,971 |
| of that, discretionary | 194,797,971 |
| Private Fund GAV* | 194,797,971 |
| Avg Account Size | 97,398,986 |
| SMA’s | No |
| Private Funds | 2 |
| Contact Info | 216 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeOther Private Fund | Count2 | GAV$194,797,971 |