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Investment Adviser · Small ($100M–$1B)
CRD 226665
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $142M
- Discretionary
- $63.2M
- Clients
- 6
- Avg AUM / client
- $23.7M
- Accounts
- 12
- Employees
- 2
AUM over time
$0
$215M
Jun 8, 2015
Mar 17, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $27.2M | 19.1% |
| Other investment advisers | 4 | $115M | 80.9% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
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: Mar 17, 2026.