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Investment Adviser · Boutique (under $100M) CRD 338163 ·

☆ Save with Pro ADV data as of Aug 21, 2025

Regulatory AUM: $0
Discretionary: $0
Clients: —
Avg AUM / client: —
Accounts: 0
Employees: 1

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

How they charge

• Percentage of assets under management
• Performance-based fees

Services

• 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: Aug 21, 2025.