| AUM* | 23,000,000 18% |
| of that, discretionary | 23,000,000 31% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,437,500 -1% |
| % High Net Worth | 68.75% 3% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 1
of those in investment advisory functions 1
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds