Adviser Profile

As of Date 03/29/2026
Registration status Terminated
ADV Location DELRAY BEACH, FL, United States
Contact Info 415 xxxxxxx
AUM* 101,464,425
of that, discretionary 62,272,440 -7%
Number of Employees 11 -27%
of those in investment advisory functions 10
Private Fund GAV* 0 -100%
Avg Account Size 16,910,738 -4%
SMA’s No
Private Funds 0 7

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

273M 234M 195M 156M 117M 78M 39M
2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary