AUMdb
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Private Fund Manager · Boutique (under $100M) CRD 154682 ·
☆ Save with Pro ADV data as of Apr 29, 2025
Regulatory AUM
$814K
Discretionary
$814K
Clients
1
Avg AUM / client
$814K
Accounts
1
Employees
4

AUM over time

$459K $159M
Jan 24, 2012 Apr 29, 2025

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2025

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $814K 100.0%

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • NONE EXCEPT CARRIED INTEREST EARNED BY RELATED PARTIES

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2025.