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Investment Adviser
CRD 285164
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ADV data as of Mar 26, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 273
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 129
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 25 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 33 | $0 | — |
| State or municipal government entities | 7 | $0 | — |
| Other investment advisers | 163 | $0 | — |
| Insurance companies | 2 | $0 | — |
| Corporations and other businesses | 43 | $0 | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • PERCENTAGE OF ASSETS UNDER ADVISEMENT, BROKER VOTE
Services
- • Selection of other advisers
- • 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: Mar 26, 2025.