Overview

$100M AUM ($90M in Retail & $10M Hedge Fund) / $500K Gross Revenue / My partner and I run a very solid retail and hedge fund operation. He is the portfolio manager on the retail side and I manage the hedge fund. On the retail side, the clients are invested in Value Stocks, Bonds ,and cd’s . From the hedge fund aspect, the fund is invested in many areas , industries , and sectors. Utilizing etfs, stocks, and options strategies. We also have participated in many private placements over the years. Some of which were quite successful. We presently own a list of private companies that could go public within the next year or two. We're looking for an advisor(s) that would be interested in buying us out over the next 1-3 years. We're also flexible on terms and departure.

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