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Investment Adviser · Boutique (under $100M)
CRD 325698
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ADV data as of Mar 11, 2025
- Regulatory AUM
- $109K
- Discretionary
- $109K
- Clients
- 1
- Avg AUM / client
- $109K
- Accounts
- 1
- Employees
- 1
AUM over time
$109K
$397K
Mar 8, 2023
Mar 11, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $109K | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
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 11, 2025.