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Investment Adviser · Small ($100M–$1B)
CRD 155846
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ADV data as of Jan 07, 2025
- Regulatory AUM
- $241M
- Discretionary
- $0
- Clients
- 2
- Avg AUM / client
- $121M
- Accounts
- 2
- Employees
- 1
AUM over time
$193M
$599M
Jan 6, 2012
Jan 7, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 07, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 2 | $241M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have 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: Jan 07, 2025.