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Investment Adviser
CRD 169639
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ADV data as of Sep 23, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 1
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 8
AUM over time
$1.1B
$3.0B
Mar 4, 2014
Mar 31, 2015
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 23, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Insurance companies | 1 | $0 | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Other services
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: Sep 23, 2025.