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Investment Adviser · Small ($100M–$1B)
CRD 318637
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ADV data as of Dec 15, 2025
- Regulatory AUM
- $188M
- Discretionary
- $188M
- Clients
- 1
- Avg AUM / client
- $188M
- Accounts
- 15
- Employees
- 7
AUM over time
$0
$188M
Mar 22, 2022
Dec 15, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Dec 15, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Insurance companies | 1 | $188M | 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 businesses/institutional clients
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: Dec 15, 2025.