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Investment Adviser · Small ($100M–$1B)
CRD 285525
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ADV data as of Oct 09, 2025
- Regulatory AUM
- $326M
- Discretionary
- $0
- Clients
- 13
- Avg AUM / client
- $25.1M
- Accounts
- 14
- Employees
- 2
AUM over time
$29.4M
$1.3B
Nov 7, 2016
Oct 9, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 09, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 13 | $290M | 88.8% |
| Other | Fewer than 5 | $36.4M | 11.2% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • ORIGINATION AND ADVISORY 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: Oct 09, 2025.