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Investment Adviser · Small ($100M–$1B)
CRD 316704
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ADV data as of Mar 31, 2025
- Regulatory AUM
- $474M
- Discretionary
- $474M
- Clients
- 1
- Avg AUM / client
- $474M
- Accounts
- 1
- Employees
- 335
AUM over time
$386K
$488M
Mar 31, 2022
Mar 31, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $474M | 100.0% |
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 investment companies
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 31, 2025.