| Total AUM | $162.7M |
| Discretionary | $162.7M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $40.7M |
| Employees | 4 |
| Peak AUM | $162.7MMar 2026 |
| AUM CAGR | +5.7% /yrover 14 yrs · 25 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $163M | +18.0% | +5.5% | +2.4% | |
| Discretionary AUM | |||||
| Total AUM | $162.7M |
| Discretionary | $162.7M |
| Employees | 4 |
| Client Accounts | 4 |
Address
119 SEWARD STREET
JUNEAU AK 99801
Phone
312-690-6201
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$163M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$163M
| $163M |
| +18.0% |
| +5.5% |
| +2.4% |
| Total Accounts | 4 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $41M | +18.0% | +5.5% | +2.4% |
| Employees | 4 | 0.0% | 0.0% | 7.8% |
| AUM / Employee | $41M | +18.0% | +5.5% | +11.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $163M | +18.0% | +5.5% | +2.4% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | 0.0% | 0.0% | |