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Investment Adviser
CRD 340093
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ADV data as of Jan 12, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 2
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | — | — |
| Banking or thrift institutions | Fewer than 5 | — | — |
| Pension and profit sharing plans | Fewer than 5 | — | — |
| Charitable organizations | Fewer than 5 | — | — |
| State or municipal government entities | Fewer than 5 | — | — |
| Other investment advisers | Fewer than 5 | — | — |
| Insurance companies | Fewer than 5 | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | — | — |
| Corporations and other businesses | Fewer than 5 | — | — |
| Other | Fewer than 5 | — | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Subscription fees
- • Fixed fees
Services
- • Other services
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: Jan 12, 2026.