AUMdb
N

N

Investment Adviser CRD 336313 ·
☆ Save with Pro ADV data as of Aug 05, 2025
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
8

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 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: Aug 05, 2025.