Investment adviser · CRD 326052
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Investment adviser filing (IA)
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· Form ADV filed Mar 11, 2024
- Regulatory AUM
- $200K Form ADV · Item 5.F
- Client accounts
- 158 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 158 | $200,000 | 100.0% |
Filing source
Form ADV 1816079 · Mar 11, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2024. View historical filings
Reported services
Not reported in these imported fields
Compensation
Subscription
Principal office
CRD 326052
Filing source
Form ADV 1816079 · Mar 11, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.