AUMdb
N

N

Investment Adviser CRD 335769 ·
☆ Save with Pro ADV data as of Mar 16, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
1

AUM over time

$0 $0
Apr 11, 2025 May 21, 2025

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026

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 pooled investment vehicles

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 16, 2026.