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Endowment & Foundation Advisor · Small ($100M–$1B)
CRD 321745
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ADV data as of Oct 31, 2025
- Regulatory AUM
- $105M
- Discretionary
- $26.0M
- Clients
- 5
- Avg AUM / client
- $21.0M
- Accounts
- 5
- Employees
- 10
AUM over time
$0
$105M
Aug 15, 2022
Oct 31, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 31, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $1.1M | 1.08% |
| Pooled investment vehicles (non-investment companies) | 2 | $24.8M | 23.7% |
| Charitable organizations | 2 | $78.9M | 75.3% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
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 31, 2025.