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Private Fund Manager · Small ($100M–$1B)
CRD 325760
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ADV data as of Mar 31, 2025
- Regulatory AUM
- $261M
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $261M
- Accounts
- 1
- Employees
- 3
AUM over time
$0
$261M
May 30, 2023
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 |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $261M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
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: Mar 31, 2025.