| Total AUM | $306.1M |
| Discretionary | $306.1M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $102.0M |
| Employees | 15 |
| Peak AUM | $306.1MJul 2025 |
| AUM CAGR | 0.0% /yrover 1 yrs · 8 filings |
Total AUM
$306M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $306M | — | — | — | |
| Discretionary AUM | $306M | — | |||
| Total AUM | $306.1M |
| Discretionary | $306.1M |
| Employees | 15 |
| Client Accounts | 3 |
Phone
775-902-2099
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$306M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
No related registrations reported
| — |
| Total Accounts | 3 | — | — | — |
| Avg Account Size | $102M | — | — | — |
| Employees | 15 | — | — | — |
| AUM / Employee | $20M | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $306M | — | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | — | — | — | |