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Building 2US AGRICULTURE

Map pinCARMEL, IN
Phone317-678-0700
NotebookSEC #801-107401
Total AUM
$759.1M
Employees
14
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12821 E. NEW MARKET ST.
SUITE 200
CARMEL
IN 46032
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
317-678-0700

ReceiptFinancials

Total AUM
$759.1M
Accounts
4
Discretionary
$676.3M
Accounts
3
Non-Discretionary
$82.8M
Accounts
1

ContactClients

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Pooled Vehicle Clients
1
AUM
$258.9M
Government Entity Clients
2
AUM
$417.5M
Investment Advisor Clients
1
AUM
$82.8M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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