| Total Assets | $12.5M |
| Annual Return | 8.7% |
| Risk Level | Moderate |
| Asset Allocation | Diversified |
| Last Updated | April 14, 2025 |
| Entity Type | LLC |
| Formation Date | January 15, 2020 |
| Jurisdiction | Delaware |
| Tax Classification | Partnership |
| Members | 4 Family Members |
| 1 Year Return | 9.2% |
| 3 Year Return | 24.5% |
| 5 Year Return | 42.8% |
| Benchmark | S&P 500 |
| Alpha | +1.2% |
| Operating Agreement | Signed |
| Tax Returns | Filed for 2024 |
| Estate Plan | Updated Q1 2025 |
| Trust Documents | 4 Documents |
| Next Review | July 2025 |